•  Information we receive from you on tax preraration worksheets, other documents we use in preparing your tax  return, or other forms; and
•  Information about your transactions with us or others

We DO NOT disclose any nonpublic personal information about you to anyone, except as permitted by law.

If you decide to close your account or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.

We restrict access to your personal and account information to those employees who need to know that information to provide products and services to you.

Your confidence in us is important and we want you to know that your personal and account information is safe.