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

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

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.

We do not share your mobile information with third parties for marketing purposes without your explicit consent.

We may share your information with third-party service providers for the purpose of delivering our services, subject to confidentiality agreements.

Consumers have the right to opt out of receiving SMS messages at any time. To opt out, reply 'STOP' to any message you receive from us or contact us at 515-949-0123.

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