Privacy Policy

 


   
As our valued client, your privacy is important to us; therefore, we have adopted the following Privacy Policy.

We collect nonpublic personal information about you from various sources, including but not limited to the following:

  • Information we receive from interviews regarding your tax situation;
  • Information we receive on applications, organizers, or by other means, such as your name, address, telephone number, social security number, dependents, income, and other tax-related data;
  • Information from tax-related documents you provide that are required to process tax returns, such as Forms W-2, 1099R, 1099-INT, 1099-DIV, and stock transactions, etc.
  • Confidential accounting documents: Bank statements, loan documents, credit card statements, client and vendor list, 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.

If you have any questions about our Privacy Policy, please contact us.

Sincerly

Elena D. Motta CPA

   
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