Privacy Policy

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications, tax organizers, worksheets and other documents;
  • Information about your transactions with us.

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

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with government regulations to guard your nonpublic personal information.

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

CONTACT US

(415) 621-1112 | toll-free (855) 676-2727 | fax (855) 568-8895
Click here to book a 15-min phone call.

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forward to hearing from you.

Northern California Office
870 Market Street, Suite 880
San Francisco, CA 94102

Southern California Office
3110 Main Street, The Annex
Santa Monica, CA 90405