Federal privacy laws require that we explain to you how we handle “nonpublic personal information.” We collect nonpublic personal information about you from the following sources:
- Information we receive from you on applications, tax organizers, worksheets and other documents;
- Information about your transactions with us, our affiliates, or others;
- Information we receive from a consumer-reporting agency.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law or as necessary to enable us to provide our services to you.
We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
Like most website operators, this site collects non-personally-identifying information of the sort that web browsers and servers typically make available, such as the browser type, language preference, referring site, and the date and time of each visitor request.
This site also collects potentially personally-identifying information like Internet Protocol (IP) addresses. This site only discloses IP addresses under the same circumstances that it uses and discloses personally-identifying information as described below.
Protection of Certain Personally-Identifying Information
This website discloses potentially personally-identifying and personally-identifying information only to those of its employees, contractors and affiliated organizations that need to know that information in order to process it on this website’s behalf or to provide services available at our websites. Some of those employees, contractors and affiliated organizations may be located outside of your home country; by using our websites, you consent to the transfer of such information to them. This website will not rent or sell potentially personally-identifying and personally-identifying information to anyone. Other than to its employees, contractors and affiliated organizations, as described above, this website discloses potentially personally-identifying and personally-identifying information only in response to a subpoena, court order or other governmental request, or when this website believes in good faith that disclosure is reasonably necessary to protect the property or rights of this website’s owners, third parties or the public at large. This website takes all measures reasonably necessary to protect against the unauthorized access, use, alteration or destruction of potentially personally-identifying and personally-identifying information.