Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

Data Sharing

If you login to our client portal you will be connected through the Drake Software portal. Drake Software Privacy Policy

Data Retention

If you choose to contact us through our online contact form, we will keep your information for the intended purpose only (e.g. to be added to our mailing list) but we do not otherwise share or use your information for marketing purposes.

Privacy Policy

The personal, non-public information we collect about you has been derived from the following sources:

– Applications, tax preparation worksheets and any other documents that you may have provided for use in preparing your tax return.
– Transactions with us or others.
– Information we receive from a consumer reporting agency.

No personal information will ever be disclosed about you to anyone, except that which is already public or permitted by law.

Should you close your account with us, or become an inactive customer, we will continue to adhere to the policy regulations as written here.

The information you give us about your personal or business records is reserved only for our employees who need to know in order to service your account.

Procedural physical and electronic safeguards will be maintained in compliance with federal standards regarding non-public personal information.

We are committed to retaining your confidence, and want to assure you that any information you give us remains safe and confidential.

Please feel free to contact us if you have any questions concerning this policy.