---

We collect nonpublic personal information about you from the following sources:

• Information we receive from you on Financial Statements, tax preparation worksheets, other documents we use in preparing your tax return, or other documentation and forms;
• Information about your transactions with us or others; and
• Information from Federal and State Agencies.

We do not disclose any nonpublic personal information about you to anyone, except as permitted by law. If you decide to close your account(s) or become an inactive client, 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 associates 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.

---

800-580-1204 (Nationwide)
512-847-7215 (Wimberley)
281-580-1204 (Houston)

---