Privacy Policy

Privacy Policy required by the Gramm-Leach-Bliley Act of 1999
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.
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Aaron Stegner CPA, Ltd. is committed to protecting and respecting your privacy. In order to provide you the services requested, we need to store and process your personal data. If you consent to us storing your personal data for this purpose, please check the box below.
From time to time, we would like to contact you about our products and services, as well as other content that may be of interest to you. If you consent to us contacting you for this purpose, please check the box below. (Optional)
If you would you like to opt-in to SMS messaging please check the box below. We do not text marketing or automated messaging. It will be used for conversational purposes only. We do not share or sell any data including SMS information. (Optional)
If you would you like to opt-in to SMS messaging please check the box below. We do not text marketing or automated messaging. It will be used for conversational purposes only. We do not share or sell any data including SMS information. (Optional)