The 2023 Tax Organizer is Now Available! Click Here

      Once the file opens, please be sure to save it to your device

Privacy Policy

Your privacy is important to us. Please read the following privacy policy.

We collect nonpublic personal information about you from various sources, including:
* 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
* 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
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as
requested by our clients or as required by law.
We restrict access to personal information concerning you, except to our employees who need such information in
order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply
with federal regulations to guard your personal information.
If you have any questions about our privacy policy, please contact us.