Dana & Fullam Collects nonpublic personal & business information about you and your company from the following sources:
- Information we receive from you on our tax organizer, application, financial Profit and Loss and/or balance sheet, worksheets, forms, website forms and other documents.
- Information we received from a consumer reporting agency.
We do not disclose any nonpublic information about you or our clients or former clients to anyone, except as permitted or required by law.
We restrict access to nonpublic personal information about you to those members of our firm who need to know that the information to provide services to you. We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
We do not collect information from anyone under the age of 13 years of age. This complies with the requirements of COPPA (Children’s Online Privacy Protection Act.
Online information is stored on secure servers both onsite and offsite.
If you have any questions about this policy, please contact us at:
Dana & Fullam
1600 S Main St., Suite 195
Walnut Creek, CA 94596