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.
Tax America USA