- Information we receive from you on tax organizers, worksheets and other documents;
- Information you provide to us orally and through emails; and
- Information you authorize us to receive from brokerage firms, investment advisory firms, law firms, banks and mortgage companies, other CPA firms, the Internal Revenue Service and other authorized third parties.
The information referenced above is collected for the purpose of providing you tax and accounting services. Any personal information received from you will be retained by us and not released to third parties, except as required or permitted by law or authorized by you.
We maintain physical, electronic & procedural security measures to safeguard your information. We restrict access to your personal information to those of our firm or third party service providers who need to know such information in order to provide the services you request.
We will dispose of any records containing non-public personal information by shredding or other means. We may also engage an outside vendor engaged in the business of disposing of records (in the same manner described above) to assist in the destruction of your personal records.