Archer Solutions Privacy Policy
Your privacy is important to us. Please read the following privacy policy.
We collect nonpublic personal information about you or your business from various sources,
including:
- Interviews regarding your tax, financial, or business situation.
- Tax or Financial Planning questionnaires, applications, forms, or other documents that
supply such information as your name, address, telephone number, social security
number, number of dependents, income, debt, and other tax-/financial planning-related
data. - Documents you provide that are required for processing tax returns or helping you with
financial planning, such as Forms W-2, 1099R, 1099-INT, 1099-DIV, records of stock or
digital asset transactions, past-year tax returns, asset valuations (e.g., Kelly Blue Book,
professional appraisers, etc.), credit bureau reports, etc. - IRS transcripts per your signed permission granting us access.
- Communications (electronic, telephone, written or in person) with you or your authorized
representatives (such as your attorney, accountant, third-parties you have contracted
with, etc.). - Proprietary business information that you provide us with for the purpose of helping you
craft successful marketing strategies. - Payment processing systems.
- Our online self-directed appointment booking tools.
We do not disclose any nonpublic personal or business information about our current or former
clients to anyone, except as requested by our clients or as required by law.
We restrict access to personal information concerning you except to our employees who need
such information to provide products or services to you. We maintain physical, electronic, and
procedural safeguards that comply with federal regulations to guard your personal information.
If you have any questions about our privacy policy, please contact our office at:
Tel. 877-632-6829 | CT: 860-230-1108 | DC: 202-291-4404
Fax: 1-877-904-0145 | Email: info@archersolutions.biz