If you need to itemize deductions, please provide amounts and/or receipts to your Tax Specialist. These amounts can include, but are not limited to, Medical Expenses, Taxes Paid, Interest Paid, Charitable Contributions, Casualty and Theft Losses and other Miscellaneous Itemized Deductions.
Please provide to your Tax Specialist all forms W2, 1099-INT, 1099-DIV, 1099-R, 1099-MISC, and other income reporting statements.
The nature of our work requires us to collect certain nonpublic information. We collect financial and persoanl information from applications, worksheets, reporting statements, and other forms, as well as interviews and conversations with our clients and affiliates. We mat also review banking and credit card information about our clients int he performance of receipt of payment. Under our policy, all information we obtain about you will be provided by you or obtained with your permission.
Our firm has procedures and policies in pklace to protect your confidential information. We restrict access to your confidential information to those within our firm who need to know in order to provide you with services. We will not disclose your personal information to a third party without your permission, except where required by law. We maintain physical, electronic, and procedural safeguards in compliance with federal regulations that protect your personal infromation from unauthorized access