We may 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 our clients or former clients to anyone, except as permitted by law.

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.

We may contact you by email to announce new products or product upgrades, to send you your Tax Organizer and Engagement Letter, or to ask you if you want to be on our mailing list.

We use a double opt-in procedure to add you to our mailing list, which means you must both sign up and confirm your subscription before we can add you to our list. If you wish to be removed from our mailing list, please follow the directions on the bottom of the email.

If you are a customer of ours who has sent us a testimonial, we may post that information on our "Client Testimonials" section or other advertising material. Usually, we will ask your permission to do this. If you do not wish to have our name used like this, please send us a message right away and we will refrain from doing so.

If you have any questions about this policy, please do not hesitate to contact us.