At Kristena L. Malmgren, CPA, P.C., we are committed to protecting your privacy. We collect various types of personal information, including but not limited to:
- Contact information, such as name, mailing and e-mail address;
- Information received during client meetings;
- Information filled out by you on tax organizers and other documents;
- Financial history and banking information;
- Information from public sources.
We do not disclose any personal information about our clients or former clients to anyone, except as permitted by law.