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Privacy Policy Statement of
Teresa M. Self, CPA
as required by the
Gramm-Leach-Bliley Act
Public Law 106-102
Effective November 12, 1999
Teresa M. Self, CPA collects nonpublic personal information about you, and your
family, if applicable, in order to properly prepare and complete your requested
tax returns, from the following sources:
Information received from you on applications, tax preparation worksheets and
other documents, such as interview information forms and client organizers
whether submitted by you or completed on your behalf, used in the preparation of
your tax return and other tax related forms.
Information about your history with us and/or other tax preparation firms
offering similar services.
Information we receive from a consumer-reporting agency in accordance with tax
related products requested by you.
Teresa M. Self, CPA will not disclose any of your nonpublic personal information
to anyone, except as permitted by law or authorized by you.
If you decide to close your account(s) or become an inactive customer, Teresa M.
Self, CPA will adhere to the privacy policies and practices as noted above.
Teresa M. Self, CPA restricts access to your public and nonpublic personal
information, including your account information, to those employees and
partnered companies who need to know that information to provide products and/or
services requested by you.
Teresa M. Self, CPA maintains physical, electronic, and procedural safeguards
that comply with the federal standards to guard your nonpublic personal
information.
We know that you have confidence in our ability to perform the services
requested by you. Equally important to us is your confidence in knowing that all
your personal information is safe.
Please contact us at 915-593-8737 if you have any questions or concerns
regarding our policy.
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