Privacy Policy

Statement of Non-Disclosure

Information We Collect:

Our firm collects "nonpublic personal information" about you from the following sources:

• Information we receive from you on applications, documents used in preparing tax returns, or other forms;
• Information about your transactions with us or others; and
• Information we receive from third parties, such as a credit bureau.

"Nonpublic personal information" is nonpublic information about you that we obtain in connection with providing financial products or services, including accounting or tax preparation services, and mortgage loan services, to you.

Information We Disclose:

We do not disclose any nonpublic personal information about you to anyone, except as permitted by law, and with your permission.

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

Our Security Procedures:

We restrict access to your personal and account information to those employees who need to know that information to provide products or services to you. We maintain phStatement of Non-Disclosure

Information We Collect:

Our firm collects "nonpublic personal information" about you from the following sources:

• Information we receive from you on applications, documents used in preparing tax returns, or other forms;
• Information about your transactions with us or others; and
• Information we receive from third parties, such as a credit bureau.

"Nonpublic personal information" is nonpublic information about you that we obtain in connection with providing financial products or services, including accounting or tax preparation services, and mortgage loan services, to you.

Information We Disclose:

We do not disclose any nonpublic personal information about you to anyone, except as permitted by law, and with your permission.

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

Our Security Procedures:

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