Purpose of collecting data
We collect nonpublic personal information about you from various sources, including: Interviews regarding your tax/financial situation; Documents that supply information such as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data; Tax-related documents you provide that are required for processing tax returns, such as W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions; bank statements or other financial information needed to prepare Financial Statements; etc.
We do not disclose any nonpublic information about our clients or former clients to anyone, except to our employees who need 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 personal information.
If you have any questions about our privacy policy, contact our office at (205) 635-5477 or via email at k.york@book-smartacct.com.
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