Your Information

Your non-public personal information is collected from various sources:

  • Information received from you on tax organizers, worksheets, client questionnaires, applications, and other financial documentation you provide; ·
  • Information you provide via personal interviews, telephone conversations, faxes, and e-mails; ·
  • Information about your transactions with the firm; ·
  • Information received about you from consumer reporting agencies if background or credit checks are conducted on your behalf.


Your non-public personal information is not disclosed to any person or party, except as required by law or to facilitate filing your tax return.

Upon closing your account, your non-public personal information will not be disclosed to any person or party unless required by law.

Please understand that IRS related confidentiality is limited to non-criminal tax advice. So while information you shared to provide tax services is held in

strict confidence, it is not protected from the IRS by advisor-client privilege unless such consultations are with an attorney for legal advice.


  • Access to your information is restricted in a variety of ways: Only to those employees who have a need to know in order to provide products or services to you; ·
  • Physical security, electronic security safeguards and strict procedural measures consistent with federal standards are in place to protect your non-public personal information.

Your privacy is important. Please trust that protecting your information is equally important. Please call us at (573)442-8427 if you have any questions or concerns.