• Personal tax data organizers which clients fill out and submit to us
• Originals or copies of  financial forms and documents which clients provide to us
• Financial information provided to us by third parties at clients' instruction
• Any other communications or documents clients provide to us throughout the year
• Communications from the IRS and/or state agencies if so authorized by clients

No personal client or business information is ever disclosed to any person or organization except as required by law or as instructed by the client.

Client records are protected by physical and electronic safeguards and when paper records are discarded, they are shredded to prevent disclosure of the contents.

This privacy policy will apply to all clients, including inactive clients.

Please contact us if you have any questions concerning this privacy policy.