We value you as a customer and take
your personal privacy seriously. We realize you entrust us with
very important and sensitive information in order for us to
provide you with our services.
We do not sell customer information.
We do not provide customer information
to persons or organizations outside our own organization without
your advance permission.
Information We May Collect
We collect and use information we
believe is necessary to provide you with our services, and also
to administer our business. We may collect and maintain several
types of customer information needed for these purposes, such as
those below: Types of information we may collect and how we
gather it: From you—on our client organizer forms or other
forms, through telephone and in-person interviews: information
such as name, address, Social Security Numbers, phone number.
From your transactions with us, such as your payment history
From non-Marciante & LeFavi organizations, such as information
from the Federal or State governments as allowed.
How We Use Information About
We use customer information to provide
our services to you (prepare tax returns, etc.), ensure proper
billing, and offer you other services that we believe may suit
We Protect Customer Information
We maintain physical, electronic, and
organizational safeguards to protect customer information.
Please be assured that all unneeded documents are shredded first
before we discard them. If you have any questions about our