Your privacy is important to me and I do everything I can to protect you and your sensitive data.
In order to provide service to you I collect nonpublic personal information about you and your business from various sources, including:

  • 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
  • Data files such as QuickBooks (or other bookkeeping software), bank statements, etc.

I do not disclose any information about you to anyone, except as requested by you or as required by law. There are no receptionists, secretaries, or assistants to access your information.

I maintain physical, electronic, and procedural safeguards that comply with federal regulations to protect your personal information.

If you have any questions about my privacy policy, contact me at (520)212-1040.