Annual Notice of Privacy Policy

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 You

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 your needs.

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 privacy policy, please ask us about it.