a. types of information we collect
we collect certain 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,
b. parties to whom we disclose information—
As a general rule, we do not disclose personal information about our clients or former clients to anyone. however, to the extent permitted by law and any applicable state code of professional conduct.
c. confidentiality and security of nonpublic personal information—
except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our business 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 out business, 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 personal information from unauthorized access, alteration, or premature destruction.