This Privacy Policy outlines how we handle your personal information in accordance with the Gramm-Leach-Bliley Act of 1999 and other relevant privacy laws.

 

Collection of Information

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;

• Information you voluntarily provide when interacting with our website, including blog posts, contact forms, and newsletter subscriptions.

 

Use of Information

We may use the personal information we collect to:

• Provide professional services to you;

• Respond to your inquiries or requests;

• Send relevant updates, blog content, or newsletters (if you've subscribed).

 

Disclosure of Information

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

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Security of Information

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.

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Cookies and Tracking Technologies

We may use cookies or similar technologies to track website usage and improve your browsing experience. You may adjust your browser settings to disable cookies, but this may limit your ability to use certain features on the website, including access to blog content or subscription forms.

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Third-Party Links

Our website may contain links to third-party websites, including external links shared in blog posts. We do not control the content or privacy practices of these third-party sites. Please review the privacy policies of those websites before providing any personal information.

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Your Rights

You have the right to:

• Request access to the personal information we hold about you;

• Request corrections to any personal information that is inaccurate or incomplete;

• Withdraw consent to marketing communications at any time.

 

Contact Us

If you have any questions about this Privacy Policy or how we handle your personal information, please contact us. Your privacy, our professional standards, and our commitment to providing quality services are very important to us.