How We Collect Information
We collect information, including nonpublic personal information, about you from the following sources:
- Interviews conducted in person and by telephone, facsimile machines or by e-mail.
- Information we receive from you on tax organizers, applications and other forms.
- Information about your transactions with us and with others.
- Information you provide via our website
How We Use And Share Information
We do not disclose any information, including nonpublic personal information, about you to anyone or any organization without your permission unless compelled to do so by a court order or governmental authority.
We restrict access to information, including nonpublic information about you to those employees 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 information, including nonpublic personal information.
Your Rights Regarding Use Of Your Personal Information
You have a right at any time to opt out from receiving marketing information from us. Simply select the option to “opt out” and follow the unsubscribe instructions found in the bottom of each promotional email you receive from us.
We reserve the right to change this policy at any time. You will be notified of any significant change by email and the revised policy will be displayed on our website. You should periodically check our website for changes.
Last Updated: November 18, 2020