Here is my Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

I collect nonpublic personal information about you from the following sources:

  • Information I receive from you on applications, tax organizers, worksheets and other documents;

  • Information about your transactions with me, my affiliates, or others;

  • Information I receive from a consumer-reporting agency.

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

I restrict access to nonpublic personal information about you to myself and any members of my firm who need to know that information to provide services to you. I maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified datacenters.

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