Last Updated: December 30th, 2025
Your privacy is important to us, and we are committed to protecting your nonpublic personal information (NPI). As required by the Gramm-Leach-Bliley Act, we adhere to strict data-sharing regulations. Please read the following privacy policy carefully.

Information we collect
We collect nonpublic personal information about you and your household or business from various sources,
including:
• Interviews and discussions: information obtained during interviews regarding your tax situation.
• Documentation: information from organizers or other documents that provide details such as your
name, address, telephone number, Social Security number, number of dependents, income and other
tax-related data.
• Tax-related documents: information from documents required for processing tax returns, such as
Forms W-2, 1099R, 1099-INT, 1099-DIV and stock transactions.
• Electronic tools and applications: information collected, stored, reconciled, and compiled through
electronic tools and applications.
• Additional documents: any other documents you provide to assist in the preparation of your tax
return.

Information disclosure
We do not disclose any nonpublic personal information about our clients, prospective clients, or former clientsto anyone, except as requested by our clients in writing or as required by law. When disclosure is required by law, any impacted client will be notified.

Use of information for marketing purposes
Client demographic information (name, address, e-mail, telephone, family structure, and basic financial data including AGI) may be used for marketing purposes. This data will only be used by internal employees to provide access and education on tax-related offerings and changes based on tax code changes. We do not share this information with external marketing agencies or third parties.

Security and confidentiality
We restrict access to your personal information to employees who need such information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to protect your personal information.

These safeguards include:
• Physical safeguards: secure facilities and restricted access areas.
• Electronic safeguards: secure servers, firewalls, encryption protocols, authentication measures and
client portals.
• Procedural safeguards: policies and procedures designed to protect your information and ensure
compliance with federal regulations.

Opt-out option
You have the right to opt out of any information sharing that is not mandated by law. If you wish to opt out, please contact us in writing at the address or e-mail provided above.

Access to your information
You have the right to access and review the information we collect and maintain about you. If you wish to access your information, please contact us in writing.

Questions and contact information
If you have any questions about this privacy policy or need further information, please contact us prior to proceeding.

 

You can reach us at hello@thesbsway.com or by calling our office at 651-506-8868.