Your privacy is important to us. This privacy policy outlines how we collect, use, and safeguard your personal information. Please read the following carefully to understand our practices regarding your personal data.

Information We Collect

In the course of providing tax-related services, we collect nonpublic personal information about you from various sources. This information may include, but is not limited to:

• Interviews conducted with you regarding your tax situation, during which you may disclose relevant personal and financial details.

• Applications, tax organizers, and other forms you complete, which may provide information such as your name, mailing address, telephone number, Social Security Number, number of dependents, income, deductions, and other tax-related data.

• Tax documents you submit, including but not limited to IRS Forms W-2, 1099-R, 1099-INT, 1099-DIV, records of stock transactions, and other documentation required to accurately prepare and file your tax return.

This information is necessary to fulfill our responsibilities to you as your tax service provider and to comply with applicable laws and regulations.

Confidentiality and Security of Your Information

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law or as specifically authorized by you. This includes disclosures required to process your tax returns, respond to lawful requests from government authorities, or fulfill other legal obligations.

Access to your personal information is restricted to employees or authorized personnel who need such information to provide services to you in a professional and efficient manner. These individuals are trained in the proper handling of sensitive data and are required to maintain the confidentiality and integrity of your information.

We also maintain robust physical, electronic, and procedural safeguards that comply with federal standards to protect your personal data from unauthorized access, misuse, or disclosure. These safeguards include secure file storage, encryption protocols, access controls, and regular monitoring of our information systems.

Your Consent

By engaging our services, you consent to the collection and use of your personal information as described in this policy. If at any time you would like to review or request changes to your information, or if you have any questions about our privacy practices, please contact us directly.

Thank you for trusting us with your personal and financial information. We take that responsibility seriously and are committed to staying compliant with all privacy regulations while using industry-standard security measures to protect your data at all times.