When you engage Beaird Harris, you provide us with your nonpublic personal information. We collect and use this information to complete tax return(s), provide tax planning services, open investment account(s) and monitor your account(s) on an ongoing basis. The nonpublic personal information we collect falls into the following categories:
Our employees are governed by a strict code of conduct and are required to maintain the confidentiality of our client’s information. We restrict access to information about you to the employees who need to know that information in order to service your account. Additionally, we maintain physical, electronic and procedural safeguards that comply with Federal Standards to protect this information.
If you have any questions or concerns, please contact us at 972-503-1040.