Office: (530) 592-5046

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My Privacy Policy

I value my clients and their privacy is important to me. Please read my privacy policy below.

I collect nonpublic personal information about my clients from various sources, including the following:

  • Information I receive from interviews regarding client’s tax situations.
  • Information I receive on applications, organizers, or by other means, such as client names, addresses, telephone numbers, Social Security Numbers, dependents, income, and other tax-related data.
  • Information from tax-related documents that I require from clients in order to process their tax returns (Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions, etc.

I do not disclose any nonpublic personal information about my clients or former clients to anyone except as requested by my clients or as required by law.

I restrict access to nonpublic personal information concerning my clients except to employees who need access to such information in order to provide products or services. I maintain physical, electronic, and procedural safeguards that comply with the federal regulations to guard all nonpublic personal information.

I do not sell or disseminate any nonpublic information to anyone and I do not give or receive referral fees in any fashion.

For questions about my privacy policy, please contact me.


Related resources

  • Federal Privacy Regulations.

Federal Privacy Laws

  • California Privacy Regulations.

California Office of Privacy Protection

  • California Board of Accountancy.

California Board of Accountancy