February 10, 2020
Your financial and personal privacy is of great importance to us at Brady Ware & Schoenfeld, Inc. We respect your right to not only keep your personal information confidential, but also to avoid unwanted solicitations. We maintain safeguards in compliance with applicable laws and regulations to guard your financial and personal information from unauthorized access.
Outlined below is our Privacy Statement, which outlines the types of information we collect, how we may use it, and parties to whom we may disclose such information.
By accessing, browsing, and using this website, you acknowledge that you have read, understood, and agreed to our Privacy Statement.
We collect certain financial and personal information about you only when such information is provided by you or obtained by us with your authorization.
We may collect information from phone calls, meetings, and e-mails with you, tax return organizers and documents you provide, information you voluntarily provide on our website, and other reasonable and appropriate means.
At any time, you may ask us to remove your personal information from our Marketing database by contacting us at firstname.lastname@example.org.
We may use the information we collect to provide various services you request, which include not only the preparation of tax returns, but other tax, accounting, financial planning, and other services.
We may also use your information to send you information related to our products and services, as well as other promotional materials.
We do not disclose client financial and personal information except as required or permitted by law. Note however, disclosure is permitted to Brady Ware & Schoenfeld employees who need this information in order to provide the services you have requested.
Certain nonpublic information may be disclosed in certain situations. These situations may include: