Your privacy is important to us and we are required by law to comply with specific data-sharing regulations. Please read the following privacy policy before moving forward.

We collect nonpublic personal information (NPI) about you and your household or business from various sources, including:

  • Interviews regarding your tax situation

  • Tax checklists, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income and other tax-related data

  • Tax-related documents you provide that are required for processing tax returns, such as W-2, 1099-R, 1099-MISC, 1099-INT and stock transactions

  • Electronic tools and applications used to collect, store, reconcile and compile such information

  • Any other documents you provide to us to assist in the preparation of your tax return

We do not disclose any nonpublic personal information about our clients, prospective clients or former clients to anyone, except as requested by our clients in writing or as required by law.

We restrict access to personal information concerning you except to our employees or independent contractors who need such information in order to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.

If you have any questions about this privacy policy, please ask to speak to Tangie Cooper prior to proceeding.

Thank you,
Tangie Cooper
Vice- President
Tax America USA