We at Tax & Financial Advisors, Inc. are committed to safeguarding your privacy and keeping your personal information secure, and have always protected your right to privacy.
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization. Information we receive from you verbally, by email or fax or on applications, tax returns, or other forms. Information about your transactions with us, our affiliates, or others. We do not disclose any non-public personal financial or health information about our customers or former customers to anyone without your written permission, except as permitted by law.
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.