We collect nonpublic personal information about you from various sources, including the following:
- Information we receive from interviews regarding your tax situation;
- Information we receive on applications, organizers, or by other means, such as your name, address, telephone number, social security number, dependents, income and other tax-related data;
- Information from tax-related documents you provide that are required to process tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions, etc.
We do not disclose or use any nonpublic personal information about our customers or former customers to anyone, except as required by law.
We will not provide copies of your tax return, tax return documents, or any other information regarding our relationship with you to any third parties.
We restrict access to nonpublic personal information concerning you, except to employees who need access to such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
Collecting and Using Personal Information
We will not collect personal information about you unless you provide that information voluntarily. Any non-public personal information that you may provide via our sites will be used solely for the purpose stated on the page where it is collected. (In some cases, and in all cases where required by law or regulation, you will be able to update the information that you provide to us either by sending us an e-mail or, where you have established personal profiles with us, by updating your profile online. Please refer to the specific pages where data is collected for more information). We will not sell, license, transmit or disclose this information unless (a) expressly authorized by you, (b) necessary to enable contractors or agents to perform certain functions for us, or (c) required or permitted by law. In all cases, we will disclose the information consistent with applicable laws and regulations and we will require the recipient to protect the information and use it only for the purpose it was provided.
By "personal information", we mean data that is unique to an individual, such as a name, address, Social Security number, e-mail address, or telephone number. From time to time, we may request personal information from you in order to respond to your questions or deliver a service.
We welcome your comments or questions about our website and have provided a contact address for that purpose. We will share your comments and questions with those employees most capable of addressing your questions and concerns.
Please note that your e-mail, like most, if not all, non-encrypted Internet e-mail communications, may be accessed and viewed by other Internet users, without your knowledge and permission, while in transit to us. For that reason, to protect your privacy, please do not use e-mail to communicate information to us that you consider confidential. If you wish, you may contact us instead via non-cellular telephone at the numbers provided at various locations on our site.
Other Information: "Cookies" and "Tags"
You should also be aware that when you visit our website, we collect certain information that does not identify you personally, but provides us with usage data, such as the number of visitors we receive or what pages are visited most often. This data helps us analyze and improve the usefulness of the information we provide.
Like most commercial website owners, we may use what is known as "cookie" technology. A "cookie" is an element of data that a website can send to your browser when you link to that website. It is not a computer program and has no ability to read data residing on your computer or instruct it to perform any step or function. By assigning a unique data element to each visitor, the website is able to recognize repeat users, track usage patterns and better serve you when you return to the site. The cookie does not extract other personal information about you, such as your name or address. This site has enabled Google Analytics Demographics and Interest reporting, which gives us insight into behavior information relating to visitor age, gender, and interests on an anonymous and aggregate level. This will help us to understand browsing behavior to give you a better experience while visiting our site. If you prefer, you may opt out of the Google Analytics program.
Linking to Other Sites
From time to time, we may provide links to other websites, not owned or controlled by us, that we think might be useful or of interest to you. We cannot, however, be responsible for the privacy practices used by other website owners or the content or accuracy of those other websites. Links to various websites do not constitute or imply endorsement by us of these websites, any products or services described on these sites, or of any other material contained in them.
We have adopted and adhere to stringent security standards designed to protect non-public personal information against accidental or unauthorized access or disclosure. Among the safeguards that we use for this site are administrative, physical, and technical barriers that together protect the information stored at this site.
Changes to This Statement
We may change this statement from time to time. We encourage you to periodically reread this Policy to see if there have been any changes that may affect you. This statement is not intended to and does not create any contractual or other legal rights in or on behalf of any party.