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We collect certain nonpublic personal information about you from the following sources:
- Information we receive from you on applications, tax preparation worksheets, and other documents we use in preparing your tax return, and other forms;
- Information about your transactions with others or us; and
- Information we receive from consumer-reporting agencies.
We do not disclose any nonpublic personal information about you to anyone without your prior written consent, except as permitted or required by law.
Should you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.
We restrict access to your personal and account information 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 standards to guard your nonpublic personal information.
Your confidence in us is important and we want you to know that your personal and account information is safe with us, and that we take such matters very seriously. If you have any questions or concerns, please contact us.
Enrolled Agents ## 75193, 75281
CTEC Registered Preparers ## A021035, A035821
Preparer Bonds ## 133417, 133573, 168716
(American Contractors Indemnity Co.)
Preparer Bond ## 14455581
(Western Surety)
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