We respect your privacy and are committed to protecting your personal information. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your non-public personal information. 

We will collect non-public personal information about you from the following sources:

• Information we receive from you on applications, tax preparation worksheets or organizers, other documents we use in preparing your tax return(s), or other forms.
  Information about your transactions with us or others.

• Information we receive from a consumer reporting agency.

• We do not disclose any non-public personal information about you to anyone except as permitted by law.

Cloud document storage is hosted by Thomson Reuters Onvio whose privacy policy, terms of service, and contact information can be found here.

You can request access to the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. Data erasure does not include any data we are obliged to keep for administrative, legal, or security purposes.

If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.

Your confidence in us is important and we want you to know that your personal information is safe. If you have any questions or concerns, please feel free to contact us.