Privacy Policy

Here is the Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

Nonpublic personal information is collected about you from the following sources:

  • Information received from you on applications, tax organizers, worksheets and other documents;
  • Information about your transactions with Sean, his affiliates, or others;
  • Information received from a consumer-reporting agency.

Sean does not disclose any nonpublic personal information about his clients or former clients to anyone, except as permitted by law.

Sean restricts access to nonpublic personal information about you to those members of the firm who need to know
that information to provide services to you. Sean maintains physical, electronic, and procedural safeguards that comply
with federal regulations to guard your nonpublic personal information.

Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified datacenters.

If you have any questions about this policy, please do not hesitate to contact Sean.