Privacy Policy

We respect your privacy and adhere to the highest standard of confidentiallity. 

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

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

• Information about your transactions with us, our affiliates, or others;

• Information we receive from a consumer-reporting agency.

We do not disclose any nonpublic personal information about you to anyone without your permission except as required or pemitted by law in the course of our business practice. 

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We 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 us.