Your privacy is of utmost importance to us. This policy outlines how we collect, use, and protect your personal information, ensuring you can use our website with confidence.

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Information Collection and Use

• Purpose Identification: Before or during the collection of personal information, we will clearly state the reasons for which the information is being gathered.

• Usage and Collection: We collect and use your personal information solely for the purposes we specify and for any other purposes that are compatible with those, unless we have obtained your consent or are required by law to do otherwise. Information is collected from you through tax organizers, worksheets, financial documents, and your transactions with others.

• Retention: We retain your personal information only as long as necessary to fulfill the purposes for which it was collected.

• Fair and Lawful Collection: Personal information will be collected by lawful and fair means, and where appropriate, with your knowledge or consent.

• Relevance and Accuracy: The personal information we collect should be relevant to the purposes for which it will be used. We will take reasonable steps to ensure that the data is accurate, complete, and up-to-date.

 

Protection and Security

• Security: We will protect your personal information with reasonable security measures to prevent loss, theft, unauthorized access, disclosure, copying, use, or modification. We are bound by professional standards and ethics to ensure that your information is always protected, and your right to privacy is honored and respected.

• Non-Disclosure: We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. We do not sell, rent, or share your information with third parties. Your email address and other personal information will not be released to any third party.

 

User Rights

• Choice and Consent: We give users choice and consent over how their personal information is used and will remove names upon request. If you wish to modify or delete any personal information you have provided, simply contact us at (240) 207-1308.

 

Third-Party Use

We will not release your name or any information pertaining to you to other organizations. Any demographic information provided will be protected and not shared in a way that can be personally identified.

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Copyrights and Trademarks

This website and its contents are protected by copyright and trademark laws. You may download and maintain single copies of designated materials for personal use only. Unauthorized reproduction of our trademarks, trade dress, or content is prohibited. By submitting any material to us, such as a comment or email, you grant us a non-exclusive license to use, reproduce, display, and modify that material for marketing purposes.

 

Disclaimers and Limitations of Warranties

This site is provided as a research and reference tool. Although we strive to ensure the accuracy and usefulness of the information provided, we cannot guarantee it is error-free. The contents of this site are provided "as is," without any warranties, express or implied. We disclaim all warranties, including the implied warranties of merchantability and fitness for a particular purpose. Use of this site is at your own risk.

 

Termination of Site and Site Access

We reserve the right to change the content of this site or discontinue it at any time. We may also deny access to the site to any person if we believe they may be using it for unlawful or unauthorized purposes or in a manner that may harm us.