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We collect nonpublic personal information about you from various sources, including the following:
* Interviews regarding your tax situation;
* Applications, organizers, or by other means, such 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 to process tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions, etc.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law.
We restrict access to nonpublic personal information concerning you, except to employees who need access to such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
This information is intended solely for general educational purposes. It is not intended for the purpose of providing specific investment advice to any particular recipient. Further, it is important to understand that only an Enrolled Agent, CPA or Attorney is able to provide tax advice. Although the financial planning process may provide a useful starting point for tax considerations, a professional licensed to represent clients in front of the IRS should be consulted prior to implementing any of the suggestions provided by your financial advisor.
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