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, our affiliates, or others
Information we receive from a consumer-reporting agency
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 federal regulations to guard your nonpublic personal information.
If you have any questions about this policy, please do not hesitate to contact us.
Michael P Kelly, CPA
223 East Thousand Oaks Blvd. Suite 215
Thousand Oaks, CA 91360
P: (805) 496-9060
F: (805) 496-9590