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Our Privacy Policy

Providers of personal financial services, including tax preparers, are now required by law to inform their clients of their policies regarding privacy of client information. We have always protected your right to privacy due to our company policies of strict confidentiality and integrity.

Types of nonpublic personal information we collect

We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization.

Parties to whom we disclose information

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

Protecting the confidentiality and security of current and former clients’ information

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Please call if you have any questions, because your privacy and our professional ethics are very important to us.

© 2011 - 2023 The Tax Complex, LC | 1650 Willow Lawn Drive, Suite 200, Richmond, Virginia 23230 | (804) 282-2444
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