Terry Herrell, EA  Great Financial Services Start Here!! Our Logo will take you Home
Terry Herrell, EA - Accredited Financial Services
2644 Appian Way, Suite 203 Pinole, CA 94564
Phone: (510) 243-1535 - Fax: (510) 280-7449
Site MenuHome · Services · Tax Tips · Contact Us · About Us · Resources · News · FAQ
Consumer Privacy
Notice

Consumer Privacy Notice

Dear Client;

The Gramm-Leach-Bliley Act, enacted by Congress in November of 1999, which became effective as of July 1, 2001, establishes federal rules governing the disclosure of personal financial information by person or business entity providing financial services to individual Customers, financial institutions accountants and tax prepares.

This document serves to notify you of Our Privacy Policies regarding the non-public personal information you provide us.

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

  • Information we receive from you on Tax Organizers, Worksheets, Discussions, Federal and State Tax Returns, Loan Applications or other sources;
  • Information about your transaction with us, our affiliates, or others;
  • and Information we receive from consumer-reporting agencies.

We do not disclose any non-public personal information about our customers or former customers, except as required by law.

We restrict access to non-public personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safe guards that comply with federal regulation 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 any questions or concerns please contact us.

Thank you for the opportunity to serve you.

Terry Herrell, EA

Site MenuHome · Services · Tax Tips · Contact Us · About Us · Resources · News · FAQ
Terry Herrell, EA - Accredited Financial Services
2644 Appian Way, Suite 203 Pinole, CA 94564
Phone: (510) 243-1535 - Fax: (510) 280-7449