Your privacy is important to us. Please read the following privacy policy.
We collect nonpublic personal information about you from the following sources:
Information we receive from client meetings
Information we receive from you on applications, email, tax organizers, worksheets and other documents such as name, address, telephone number, Social Security Number, number of dependents, income and other tax related data;
Information from tax related documents such as Form W-2,1099R,1099-INT,1099-DIV and stock transactions.
Information we receive from a consumer-reporting agency.
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.
Online information is stored on secure servers located in Lansing Michigan through Mixture Web LLC.
If you have any questions about this policy, please do not hesitate to contact us.
