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

§ Information I receive from you on applications, tax preparation worksheets, other documents I use in preparing your tax return, or other forms,

§ Information about your transactions with me or others, and

§ Information I receive from a consumer-reporting agency. 

I do not disclose any nonpublic personal information about you to anyone, except as permitted by law.

If you decide to close your account(s) or become an inactive customer, I will adhere to the privacy polices and practices as described in this notice.

I restrict access to your personal and account information to those professionals who need to know that information to provide products or services to you.  I maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information. 

Your confidence in me is important and I want you to know that your personal and account information is safe.  If you have any questions or concerns, please contact me.