Johnson & Sheldon, P.C.   Notice of Privacy Practices In Accordance with the Gramm-Leach-Bliley Act of 1999   Consumer Privacy & How It Affects You   Johnson & Sheldon, P.C. (herein Johnson & Sheldon, P.C.) values the trust you place in us to protect your personal financial information.  Maintaining that trust is one of the core values of our firm.   In order to serve our clients, it is necessary for us to collect and share some types of information.  Johnson & Sheldon, P.C. will take all the necessary steps to safeguard sensitive information that has been entrusted to us by our clients. The following privacy notice explains our practices regarding the collecting and sharing of client information.    Categories Of Information That We Collect   Johnson & Sheldon, P.C. collects nonpublic, personal information that you provide to us to process your tax returns and as part of our providing financial services to you. This includes:   Social Security Number and/or Taxpayer Identification Number Name, Address, Phone Number Assets Income Account Balance (s) Investment Activity   Categories Of Information That We May Share   We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.  Johnson & Sheldon, P.C. may share certain types of experience and transaction information about our clients within our family of affiliates.  Transaction and experience information includes things such as account balance, payment history and other account information.  Examples of the types of businesses that we are currently affiliated with are:   Brokerage Companies Accounting Firms   For our tax return clients, we will not share any information with our affiliates that is derived from your tax return without first obtaining your consent.         Safeguarding Client Information   At Johnson & Sheldon, P.C., we protect consumer privacy by ensuring that only employees who have a business reason for knowing information have access to it.  We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information. Johnson & Sheldon, P.C. shareholders are responsible for maintaining internal procedures to ensure that our clients’ information is protected.  All employees have a copy of this policy.   If we change our policy or practice by, for example, adding a category of information that we will disclose to a third party, we will notify existing clients and give them an appropriate time period to opt out of the disclosure.   ________________________________________________________________________   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.