Privacy policy.

Here is our Privacy Policy:

We collect nonpublic personal information about you from the following sources:

• Information we receive from you on applications, tax organizers, worksheets, and other documents;

• Information about your transactions with us, our affiliates, or others;

• Information we receive from a consumer-reporting agency.

We do not disclose any nonpublic personal information about our or your clients, both current and former, to anyone, except as permitted by law.

We restrict access to nonpublic personal information about you or your clients to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

In using the preferred CognitoForms online platform, servers are located and data are securely stored in geo-redundant datacenters in the United States.

If you have any questions about this policy, please do not hesitate to contact us.

August 25, 2024