How I Protect Your Privacy
I collect nonpublic business and personal information from various sources, including:
- Interviews regarding your financial 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 financial-related data
- Tax-related documents you provide, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions
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.
I restrict access to personal information concerning you, except to my employees who need such information in order to provide products or services to you. I maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information. In addition, I use Client Secure Portals and follow the AICPA Tax Section “Best Practices for Keeping Client Data Secure”.