Privacy Act

9900 Main Street Plaza 101 Fairfax, VA 22031

Phone: (703) 383-1TAX
Fax: (703) 383-9TAX

Effective July 1, 2001, the Federal Trade Commission began requiring all tax
professionals and financial planners to advise their clients about their privacy
policies and not share nonpublic information with third parties without their
clients' permission.

It is our policy to keep your personal and business information confidential to
the extent permitted under law.

Our Privacy Policy

We collect nonpublic personal information about you from the following

  • Information we receive from you on applications or other forms;
  • Information about your transactions with us, our affiliates, or others;
  • Information we receive from a consumer reporting agency.

We do not disclose any nonpublic personal information about our customers
or former customers to anyone, except as permitted by law or with your

We restrict access to nonpublic personal information about you to those
employees who need to know that information to provide products or services
to you. We maintain physical, electronic and procedural safeguards that
comply with federal regulations to guard your nonpublic personal information.

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

If you have any questions about our Privacy Policy, please Contact Us.

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