We collect certain nonpublic personal information about you – but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your personal income tax returns and may also provide various tax and financial planning services to you at your request. Examples of sources from which we collect information include:

• interviews and phone calls with you,

• letters or e-mails from you, and

• tax return organizers or other documents that you provide to us.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law and any applicable st Code of Professional Conduct.

We restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of our firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your nonpublic personal information.

If you have any questions about this policy, please do not hesitate to contact us.