Privacy Policy

It is the policy of cmReady Systems Incorporated to keep all information that we collect confidential from all sources. We restrict access to all nonpublic personal information about you to members of our firm who need to know that information to provide services to you. We do collect nonpublic personal information about you from the following sources:

  • Information we receive from you through interaction and normal business operations.
  • Information about your transactions with us, our affiliates, and others.

We do not disclose any nonpublic personal information about our clients or former clients except as permitted, required by law, or approved by you in writing as listed below:

  • Requirements to comply with Federal, State or local law,
  • Requirements to comply with National, State, or local licensing rules,
  • Items you permit or request us to disclose, as authorized by you in writing,
  • Information which you authorize us to disclose by signing our engagement letter to electronically file your tax return as applicable.