I collect nonpublic personal information about you from the following sources:
Information I receive from you on applications, accounting worksheets and other documents;
Information about your transactions with me, my affiliates, or others;
- Information I receive from a consumer-reporting agency.
I do not disclose any nonpublic personal information about my clients or former clients to anyone, except as permitted by law.
I restrict access to nonpublic personal information about you to myself and my affiliates who need to know that information to provide services to you. I maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
Online information is stored on secure servers located in CPA Website Solutions SAS-70 certified datacenters.
If you have any questions about this policy, please do not hesitate to contact me.