Privacy Policy

December 30, 2022

Your privacy is important to us and we are required by law to comply with specific data- sharing regulations. Please read the following privacy policy before moving forward.

We collect nonpublic personal information (NPI) about you and your household or business from various sources, including:

• Interviews regarding your tax situation

• Organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data

• Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions

• Electronic tools and applications used to collect, store, reconcile and compile such information

• Any other documents you provide to us to assist in the preparation of your tax return.

We do not disclose any nonpublic personal information about our clients, prospective clients, or former clients to anyone, except as requested by our clients in writing, when necessary to process transactions requested by the client, or as required by law.

We restrict access to personal information concerning you, except to our employees who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that

comply with federal regulations to guard your personal information.

Your confidence and trust are important to us. If you have any questions about this privacy policy, please ask to speak with your tax preparer prior to proceeding.

Thank you,

Kimberly Ritter, EA

Ritter’s Accounting and Tax Services