Paul Laird - EA
   Enrolled Agent

(925) 759-8339


Paul Laird EA
2945 Terra Verde Lane
Oakley, CA 94561
Phone:    (925) 759-8339

January 2017

Your privacy is important to us. Please read the following privacy  policy.

We collect nonpublic personal  information about you from  various sources, including:

  • Interviews regarding your tax situation
  • Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related   data

  • Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock  transactions

We do not disclose any nonpublic personal information about our clients orformer 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 in order to provide products or services to you. We maintain physical,  electronic, and procedural  safeguards that comply with federal  regulations to guard your personal information.

Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.


Paul Laird EA