As your tax preparer, I collect information provided by you when preparing your taxes. This information can come from:

  • 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.

I am required to keep this information confidential and to not disclose it to third parties unless I have your approval or are required/permitted to disclose it by law. I am committed to the safe-keeping of your confidential information, and I maintain physical, electronic and procedural safeguards that comply with federal regulations to protect your information.

Please don’t hesitate to contact me if you have any questions or concerns regarding this privacy policy.