We Value Your Privacy and Protect Your Personal Data

We understand that you have provided certain personal and financial information necessary to process your transactions.  We always have and will continue to take very seriously the obligation to keep that information confidential and private. Under federal law you have the right to know what information is being collected about you and how that information will be used.

• 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 and 1099-DIV, and stock transactions, etc.

We will not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law. Under the law, the information we collect is provided to companies that perform support services on our behalf as necessary to effect, administer, or process a transaction, or for maintaining and servicing your account. We do not give or sell information about you or your accounts to any other company, individual or group. We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

No action is required on your part. This notice is meant to inform you how we safeguard your nonpublic personal financial information. You may wish to file this notice with your financial records.