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