**** Check the NEWS ****First-Time Homebuyers Credit Extended****Only give to charitable organizations you know. Beware of frauds.********* Don't miss these ten common deductions, (1) Non Cash contributions, (2) New Points when refinancing, (3) Old Points on refinancing, (4) Health Insurance Premiums, (5) Educator Expenses, (6) Student Higher Education Expenses, (7) Clean Fuel Deduction, (8) Investment and Tax Expense, (9) Casualty Deductions and (10) Retirement Tax Credit..See us for details. ****MAKE AN APPOINTMENT ONLINE, CLICK ON LINK BELOW****CHECK OUT OUR NEW ONLINE APPOINTMENTS****BROKERS ARE NOT REQUIRED TO ISSUE 1099 UNTIL FEB 17 IF ISSUING A CONSOLIDATED FORM****

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Our Privacy Notice

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

  • Information we receive from you on tax preparation worksheets, other documents we use in preparing your tax return, or other forms; and
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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. If you have any questions or concerns, please contact our office.

 

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Last modified: 07/26/10