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Our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999 is as follows:

We 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 or others


We do not disclose any nonpublic personal information about our clients, or former clients, to anyone, except as permitted by law, or specifically requested by our client.

We restrict access to nonpublic 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.

Your electronic data is stored offsite on Thomson Reuters secure servers, which use multiple levels of security, built in safeguards, redundant power supply and around the clock security.