We collect nonpublic personal
information about you from the following sources.
- Information we receive from you
on applications, tax preparation organizers, worksheets,
and other documents we use in tax preparation or providing
financial services, or other forms.
- Information about your transactions
with us, our affiliates, or others.
We do not disclose any nonpublic
personal information about our clients, or former clients,
to anyone, except as permitted by law.
We restrict access to nonpublic personal
information about you to members of our firm who need to
know that information to provide service to you. We maintain
physical, electronic, and procedural safeguards that comply
with federal regulations to guard your nonpublic personal