Introduction

I am committed to protecting your privacy and the security of your personal information. This Privacy Policy is designed to help you understand how I collect, use, disclose, and safeguard your personal information when you use my website or engage with my services.

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Information I Collect

I collect nonpublic personal information about you from various sources, including:

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• Interviews regarding your tax situation

 

• 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

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How I Use Your Information

I use the information I collect for the following purposes:

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• To provide my tax and financial services to you.

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• To communicate with you about my services, including responding to your inquiries and providing updates.

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• To comply with legal obligations and to protect my legal rights.

 

Disclosure of Your Information

I do not disclose any nonpublic personal information about my clients or former clients to anyone, except as requested by my clients or as required by law.

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Security

I maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.

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Your Choices

You can review, update, and delete your personal information by contacting me. You can also opt out of receiving marketing communications from me.

 

Changes to this Privacy Policy

I may update this Privacy Policy from time to time. The most current version will be posted on my website with the "Last Updated" date.

 

Contact Me

If you have any questions about my privacy policy, please do not hesitate to contact me.

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Last Updated: 11/9/2023