Dear Client:

As our client, your privacy is important to us; therefore, we have adopted the following Privacy Policy.

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

• Information we receive from interviews regarding your tax situation;
• Information we receive on applications, organizers, or by other means, such as your name, address, telephone number, social security number, dependents, income and other tax-related data;
• Information from tax-related documents you provide that are required to process tax returns, such as Forms W-2, 1099-R, 1099-INT, 1099-DIV and stock transactions, etc.

We do not disclose any nonpublic information about our clients or former clients to anyone, except as requested by our clients or as required by law. If you request that we disclose any of your nonpublic information to a 3rd party, we will only do so upon receipt of written authorization from you, the client.

We restrict access to nonpublic personal information concerning you, except to employees who need access to such information in order to provide services to you. We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your nonpublic personal information. This includes safeguarding your data with the use of passwords, firewalls, and electronically monitored surveillance of our data servers by an independent 3rd party IT consultant.

If you have any questions about our Privacy Policy, please contact us.

Sincerely,

Strategic Tax Management LLC
dba Bring & Associates

Disclaimer:

No Rendering of Advice
The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant.

Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

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