Shwiff, Levy & Polo, LLC collects nonpublic personal information about you from the following sources:
- Information we receive from you on applications, tax-preparation worksheets, and other documents we use in preparing your tax return or other tax forms
- Information about your transactions with us and others
- Information we receive from a consumer reporting agency
We do not disclose any nonpublic personal information about you to anyone, except as permitted by law.
If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies as described in this disclosure.
We restrict access to your personal and account information to those employees or subcontractors who need to know that information to provide products or services to you.
We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic information.