In compliance with the Gramm-Leach-Bliley Act, Public Law 106-102(FTC 16 CFR Part 313) the following describes the privacy policy of this firm:

I collect nonpublic personal information about you from the following sources:

• Information I receive from you on applications, tax preparation organizers, worksheets and other documents I use in tax preparation or providing financial services, or other forms;
• Information about your transactions with me, my affiliates or others;
• Information I may receive from a consumer reporting agency.

I do not disclose any nonpublic personal information about my customers or former customers to anyone, except as permitted by law.

I restrict access to nonpublic personal information about you to members of my firm 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