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Quincy (617) 479.6300 Nantucket (508) 325.6362

Privacy Policy

We collect non public personal information about you from the following sources:

  • Information we receive from you on applications, tax preparation work sheets, other documents we use in preparing your tax return, or other forms.
  • Information about your transactions with us or others, and
  • Information we receive from a consumer reporting agency.

We do not disclose any non public personal information you or any one, except as permitted by law.

We restrict access to your personal and account information to those employees who need to know that information to provide products or service to you. We maintain physical, electronic, and procedural safe guards that comply with federal standards to guard your non public personal information.

Your confidence in us is important and we want you to know that your personal and account information is safe. If you have questions or concerns, please contact us.