Privacy Policy

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 a consumer-reporting agency.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law and by the Code of Professional Conduct of the New Jersey or other state societies of Certified Public Accountants (State Societies), applicable State Boards of Accountancy, and the American Institute of Certified Public Accountants (AICPA).

As tax preparers, we are prohibited by Internal Revenue Code Section 7216 from disclosing your income tax return information without your consent, other than for the specific purpose of preparing, assisting in preparing, or obtaining and providing services in connection with the preparation of an income tax return for you. Furthermore, as a member of the State Societies engaged in income tax preparation, we are general prohibited from disclosing confidential client information about you to third parties without your specific consent.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.