Boots Tax Privacy Policy

 

 

We are committed to maintaining the security and confidentiality of your personal information.

 

We collect nonpublic personal information about you that is provided by you or obtained by us with your authorization. This information may come from various sources, including information we receive from personal interviews, tax organizers, worksheets and other documents necessary to provide professional services to you.

 

We restrict access to nonpublic personal information about you to members of our firm who need to know that information in order to provide you professional services. We retain records relating to the professional services that we provide you in accordance with accounting and government standards.

 

We may engage third-party service providers for certain services, such as secure data storage or electronic filing. These providers are required to maintain the confidentiality and security of your information.

 

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law, or when necessary to process transactions requested by a client. In certain situations, but only with your explicit authorization, we may also share your information with other intended parties, such as financial advisors or legal representatives.

 

We employ industry-standard physical, electronic, and procedural security safeguards to protect your nonpublic personal information. Your confidence and trust are important to us. If you have any questions or concerns regarding the privacy of your nonpublic personal information, please contact us.

 

 

    Sincerely,

    Boots Tax

    28720 Canwood Street Suite 207

    Agoura Hills, CA 91301