Call Today! 1-918-316-0997
Call Today! 1-918-316-0997
We collect non-public personal information about you from various sources, including the following:
*Information we receive from our interviews with you regarding your tax situation;
*Information we receive from you on applications, organizers, or by other means, such as your name, address, telephone number, Social Security number, dependents, income and other tax related data;
*Information from tax-related documents you provide us that are required to process your tax return, such as Forms W-2, 1099R, 1099-INT, 1099-DIV, stock transaction, ect.
We do not disclose any non-public personal information about our customers or former customers to anyone, except as requested by them or required by law.
The information you give us about your personal or business records is reserved only for our employees who need to know in order to service your account.
Procedural physical and electronic safeguards will be maintained in compliance with Federal standards regarding non-public personal information.
Should you close your account with us, or become an inactive customer, we will continue to adhere to the policy regulations as written here.
We are committed to retaining your confidence, and want to assure you that any information you give us remains safe and confidential.
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