Privacy & Refund Policy

Privacy Policy:

We Protect Your Privacy

As our client, your privacy is important to us, therefore we have adopted the following privacy policy.

We collect non-public 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 your tax returns, such as forms W-2, 1099-R, 1099-INT, and 1099-DIV, and stock transactions, etc.

We do not disclose any non-public personal information about our customers or former customers to anyone except as requested by our customers or as required by law.

We restrict access to non-public, 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 non-public personal information.

If you have any questions about our privacy policy, please contact us.

Payment Terms & Refund Policy


* Payment is due upon receipt of invoice unless other arrangements have been made.

Refund Policy:

* There is no refund for payment on services rendered.