Privacy Policy

We strive to ensure that your information is always protected and your right to privacy is honored and respected. We will not collect any personal information about our website visitors unless it is voluntarily submitted, in which case we will act in a responsible manner to protect your personal information.

As part of the services that we provide, we do collect nonpublic information from you from the following sources:

• Information we receive from you on tax organizers, worksheets and other financial documents;
• Information about your transactions with others;

We do not disclose any nonpublic, personal information about our clients or former clients to anyone, except as permitted by law. We give users choice and consent over how their personal information is used, and remove names upon request. If you want to modify or delete any personal information you have provided, simply contact us at 408-516-0805.