How Do We Use Your Information?

The information we collect from you may be used in any of the following ways:

• To personalize your experience and improve customer service – your information helps us to better respond to your individual needs
• To improve our website – we continually strive to improve our website offerings based on the information and feedback we receive from you
• To process transactions – your information, whether public or private, will not be sold, exchanged, transferred, or given to any other company for any reason whatsoever without your consent, other than for the express purpose of processing payment for services provided
• To send periodic emails – the email address you provide will only be used to send you relevant information or to facilitate provision of requested services

What Information Do We Collect?

We collect information from the following sources:

• Website forms
• Tax organizers, applications, worksheets, and other requested documentation
• Information about/from your transactions with us

Do We Disclose Your Information to Third Parties?

We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our website policies, or protect ours or others’ rights, property, or safety. However, non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.

How Do We Protect Your Information?

We maintain physical, electronic, and procedural safeguards that are in compliance with federal regulations in order to guard your nonpublic personal information.

Third-Party Links

Occasionally, at our discretion, we may include or offer third-party products or services on our website. These third-party websites have separate and independent privacy policies. As such, we have no responsibility or liability for the content and activities of these linked websites. Nonetheless, we seek to protect the integrity of our website and welcome any feedback about these websites.

Childrens Online Privacy Protection Act Compliance

We are in compliance with the requirements of Childrens Online Privacy Protection Act (“COPPA”), we do not collect any information from anyone under 13 years of age. Our website, products and services are all directed to people who are at least 13 years old or older.

Terms of Use

Please also visit our Terms of Use page establishing the disclaimers, and limitations of liability governing the use of our website.

Your Consent

By using our website, you consent to our website privacy policy.

Changes to Our Privacy Policy

If we decide to change our privacy policy, we will post those changes on this page, and/or update the Privacy Policy modification date below.