Privacy Policy

Your Information

Your non-public personal information is collected from various sources:

• Information received from you on applications and questionnairs you provide;
• Information you provide via personal interviews telephone conversations, faxes, and emails;
• Information about your transactions with our firm;
• Information received about you from consumer reporting agencies if background or credit checks are conducted on your behalf.

Non-Disclosure

Your non-public personal information is not disclosed to any person or party, except as required by law, to facilitate registering you to our program, or to assist you with registering as a Tax Preparer with CTEC, IRS, or Surety Bonding Company.

Security

Access to your information is restricted in a variety of ways:

• Only to those employees who have a need to know in order to provide products or services to you;
• Physical security, electronic security safeguards and strict procedural measures consistent with federal standards are in place to protect your non-public personal information.

Your privacy is important. Please trust that protecting your information is equally important. Please call if you have any questions.