Your Privacy Is Important To Us
We collect nonpublic personal information about you from various sources, including: * Interviews regarding your tax situation * Applications, organizers, or other documents that supply such information 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 Forms W-2, 1099R, 1099- INT and 1099-DIV, and stock transactions
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law.
We restrict access to personal information concerning you, 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 (310)999-5535.
Our team of experienced professionals has a deep understanding of the tax code and regulations. We stay up-to-date with the latest changes to ensure our clients receive the best possible advice and service.
We offer a wide range of tax services, including tax preparation, planning, and consulting. Our personalized approach ensures that each client receives the services they need to achieve their financial goals.
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