Privacy Policy

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

We will NEVER sell your information.

We collect and retain necessary public and nonpublic personal information about you while performing services from various sources. This is to fulfill certain rules set by the IRS and other regulatory bodies. This information may include:

• Interviews

• Applications, organizers, or other documents that supply such information as your name, address, telephone number,

• Social Security Number, EIN, income, and other related data

• Documents you provide such as bank statements, tax returns, credit card statements, and all other statements and filings

• Public information such as property records, state filings

• Filings provided by you and/ or filed by us

• All other information necessary to complete your services

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 team members 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 including:

• Receiving sensitive information from you only through secure and/ or encrypted channels

• Maintaining and continuously updating information security procedures

• Keeping physical documents locked at all times unless in use

• Ensuring networks we operate on are secure

• Retaining anti-virus software and regularly scanning

• Training all team member on cyber security and safety

• Scanning all incoming documents for malicious code and viruses

If you ever have concerns about the security of your information with us, please do not hesitate to contact us.