TO: McCormick-Smith Services, LLC
(hereinafter “Client”) have/has engaged McCormick-Smith Services, LLC (“M-S”) to prepare income tax returns, including federal, state, local and school district as applicable for the year ended December 31, 2016, except as marked.
Client and M-S have agreed to the following terms:
It is the policy of McCormick-Smith Services, LLC to keep all information that we collect from Client confidential from all sources. M-S restricts access to all nonpublic personal information about Client to members of M-S who need to know that information to provide services the Client. We maintain physical, electronic, and procedural safeguards to guard the Client’s nonpublic personal information. M-S does collect nonpublic personal information about Client from the following sources:
M-S do not disclose any nonpublic personal information about its clients or former clients to anyone, except as instructed by Client in writing or as required by law as listed below:
Monday 9am – 7pm Tuesday 9am – 7pm Wednesday 9am – 7pm Thursday 1pm – 7pm Friday 9am – 7pm Saturday 9am – 2pm Sunday: CLOSED
***Additional Hours By Appointment Only