I will 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, bank account, charge card, 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.
I do not disclose any nonpublic personal information about my clients or former clients to anyone, except as requested by my clients or as required by law.
I restrict access to personal information concerning you, except to my employees who need such information in order to provide products or services to you. I maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.
Hours Of Operation
By Appointment Only
Member of NCPE Fellowship since 2010
We Specialize In
Mobile Tax Services
Tax Consultation Services
Tax Preparation Services
Minneapolis Metro area, including Plymouth, Maple Grove, and Minnetonka.