Unless expressly stated otherwise on this website, (1) nothing contained in this website was intended or written to be used, can be used by any taxpayer, or may be relied upon or used by any taxpayer for the purposes of avoided penalties that may be imposed on the taxpayer under the Internal Revenue Code of 1986, as amended; (2) any written statement contained on this website relating to any federal tax transaction or matter may not be used by any person to support the promotion or marketing or to recommend any federal tax transaction or matter; and (3) any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor with respect to any federal tax transaction or matter contained in this website. No one, without our express written permission, may use any part of this website in promoting, marketing or recommending an arrangement relating to any federal tax matter to one or more taxpayers. For information regarding tax matters appearing on this site, contact Diego A Bello, Compliance Office (713) 931-1809.
We collect nonpublic personal information about you from the following sources
Information we receive from you on applications, tax preparation worksheets, other documents we use in preparing your tax return, or other forms; Information about your transactions with us or others; and Information we receive from a consumer reporting agency.
If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.
We restrict access to your personal and account information 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 standards to guard your nonpublic 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.