Privacy Policy

INFORMATION SUBMITTED:
It is important for you to know that R&G Brenner is committed to protecting your privacy rights. We acknowledge your right to keep your own financial information confidential and, because of this, we have created this document to explain our privacy policy to you.

We collect nonpublic information from the following sources:

  • Information we receive from you on applications, documents used in the preparation of your tax returns & other forms
  • Information about your transaction with us, our affiliates or others
  • Information we receive from a consumer reporting agency

We DO NOT disclose any nonpublic personal information about you to anyone, except as permitted by law. We will not release any information, verbal or written, to any parties not listed on the tax return unless a written statement with permission to do so is received.

We restrict access to nonpublic 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 safeguards that comply with federal regulations to guard your nonpublic personal information.

If you decide to close your accounts or become an inactive client, we will adhere to all privacy policies and practices as described in this notice.

In connection with the potential sale or transfer of its interests, R&G Brenner reserves the right to sell or transfer your information (including but not limited to, your name, address, age, sex, zip code, state and country of residency and other information that you provide through other communications) to a third party entity that 1) concentrates its business in a similar practice or service; 2) agrees to be R&G Brenner’s successor in interest with regard to the maintenance and protection of the information collected; and 3) agrees to the obligations of this privacy statement.

If you have any question please feel free to call us at (888) APRIL-15.

Thank You,

R&G Brenner Income Tax Consultants

EMAIL:

Privacy Note:  R&G Brenner does not recommend or suggest the use of e-mail as a means of relaying private personal information including but not limited to: Social Security Numbers, Bank Account & Routing Numbers.  All R&G Brenner offices are supplied with Facsimile Machines, which is a safer mode of communication.  If you opt to use e-mail to send private personal information to any R&G Brenner employee, contractor or agent, you do so at your own risk, and R&G Brenner will not & cannot be held accountable.

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