October 30, 2020
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.
Kimberly Ritter, EA
Ritter’s Accounting and Tax Services