If you are a new client or a returning client, we want you to know that we value you as our client and your privacy is very important to us. Please take a few moments to read our privacy policy below.

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

  • Information we receive from interviews with you 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, bank account numbers, and other tax related data.
  • Information from tax related documents you provide to us that are required for us to process your tax returns, such as Form W-2, Form 1099R, Form 1099INT, Form 1099DIV, other forms, stock transactions, etc.

We do not disclose any nonpublic personal information concerning you, except to employees who need access to such information in order to provide products and services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

McGuire Tax takes privacy matters very seriously, and we intend to stay at the forefront of privacy policy and protection matters. If you have any questions, please contact us.