Privacy Policy

Our Customer's privacy (and their Customers' and employees) is paramount to us. You have trusted us with your information and we are a trusted steward of your information and data. 

Without your explicit permission, we will not sell, publish or share your data that identifies you or any person. We will only release your information and data to a third party with your consent and permission. 

We are bound by the following Federal and State Laws of the United States when it comes to your privacy in addition to maintaining your trust and confidence in us.

The Gramm Leach-Bliley Act (GLBA) requires all Financial Institutions to explain to customers how they share private information and how their information is secured and safeguarded. When offering loans and financial services, they must explain their privacy practices. Customers may have the ability to opt out of certain sensitive personal information sharing.

Internal Revenue Services Code 7216 requires that we safeguard customer data. That we require proper consent for any use or disclosure of customer tax data outside of tax filing or preparation. Without consent, we can only us or disclose tax data for tax preparation and filing purposes only.  Your tax data cannot be stored, accessed or viewed outside the United States without your consent.

California Consumer Privacy Act (CCPA) pertains to California residents. It mandates data subject rights, the right to know, access and delete customer information. California residents can submit data request through a third party (Authorized Agent). Customers have a choice of data sharing for marketing purposes.  

In addition, we are bound by the following Federal and State laws in the United States:

Health Insurance Portability and Accountability Act

Controlling the Assault of non-solicited pornography and marketing act (CAN-SPAM)

Colorado Privacy Act (CPA)

Virginia Consumer Data Protection Act (CPDA)

New York Stop Hacks and Improve Data Security Act (NY SHIELD Act)