Privacy Policy

Your privacy is important to us. Read the following privacy policy.

We collect nonpublic personal information about you from various sources, including:

• Interviews regarding your tax situation
• Applications, organizers, or other documents that supply such information 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 for processing tax returns, such as Forms W-2, 1099-R, 1099-INT and 1099-DIV, and stock transactions.

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 personal information concerning you, except to our employees who need 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 personal information.

SMS Disclosure

• If the customer’s website has a form collecting numbers, the following SMS Disclosures must be visible directly beneath the form:
• By clicking SUBMIT, you consent to receiving SMS messages.
• Messages and Data Rates may apply. Messages will vary.
• Reply HELP to get more assistance.
• Reply STOP to opt-out of messaging.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.