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

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- Information we receive from you on applications, tax organizers,
worksheets and other documents

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- Information about your transactions with us, our affiliates, or others

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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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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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If you have any questions about this policy, please do not hesitate to contact us.