• Information you provide to us on applications, tax organizers, worksheets, intake forms, and other documents;
• Information about your transactions with us, our affiliates, or third parties involved in providing services to you;
• Information we receive from consumer reporting agencies or other authorized sources, as permitted by law.

Information Disclosure

We do not disclose any nonpublic personal information about our current or former clients to anyone, except as permitted or required by law. This may include disclosures necessary to comply with legal obligations or to provide authorized services on your behalf.

Safeguarding Your Information.

We restrict access to nonpublic personal information to those members of our firm who need to know that information in order to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with applicable federal regulations to protect your personal information.

Online information is stored on secure servers and systems designed to protect against unauthorized access, use, or disclosure.