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PRIVACY POLICY 

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Privacy Policy

Federal law requires that once a year I inform you of our privacy policy.  Our policy is as follows:

We collect nonpublic information about you from the following sources:

  • Information you provide during telephone conversations or on tax preparation worksheets
  • Documents you send used in preparing your return
  • Any other information you authorize us to receive

We do not disclose this information to anyone, except as permitted by law.

Access to your personal records is restricted to those employees who need to know the information.

We maintain procedural safeguards that comply with federal standards to protect your nonpublic personal information.

We are required by law to let you know that your personal information is safe. If you have any questions please contact us.

Regards,

Judy Klevorn,  EA