Privacy Policy
Your privacy is important to me.
Read the following privacy policy.
I collect nonpublic personal information about you from various sources, including:
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* Interviews regarding your tax situation
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* Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data
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* Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099 INT and 1099-DIV, and stock transactions
I do not disclose any nonpublic personal information about my clients or former clients to anyone, except as requested by our clients or as required by law.
I maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.
If you have any questions about my privacy policy, contact me at (530)459-8202