We value our clients, and their privacy is important to us.
We collect nonpublic personal information about our clients from various sources, including the following:
Information we receive from interviews regarding clients' tax situations
Information we receive on applications, organizers, or by other means, such as client names, addresses, telephone numbers, Social Security Numbers, dependents, income, and other tax-related data.
Information from tax-related documents that we require from clients in order to process their tax returns (Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions, etc.)