PRIVACY POLICY

This Privacy Policy is provided in accordance with the Gramm-Leach-Bliley Act of 1999.
 

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 consumer reporting agencies.
   

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.
 

We restrict access to nonpublic personal information about you 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 federal regulations to protect your nonpublic personal information.
 

Online information is stored on secure servers and systems provided through Wix and its service providers, which maintain appropriate security controls to safeguard data.

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