We collect nonpublic personal information about you from the following sources:
1.) Information we receive from you on applications, tax preparation organizers, worksheets and other documents we use in tax preparation or in providing bookkeeping, financial services or other services;
2.) Information about your transactions with us, our affiliated or others; and
3.) Information we receive from consumer reporting agencies.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law or authorized by you. We restrict access to nonpublic personal information about you to members of our firm who need to know that information to provide services to you or to others that you give us permission to share information with. We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.