Policies - The Towles Group Inc.

Policies

The Towles Group Inc is required by law to inform its clients of our policies regarding privacy of client information.  This communication is intended to comply with a federal law (“Gramm-Leach-Biley Act of 1999’) regarding your right to privacy.

 

Your privacy is important to us.

We are committed to your privacy and retaining your trust.  We respect your right to keep your personal information confidential and to avoid unwanted solicitations.  We want you to understand what information we collect and how we use it.

 

Types of information we collect.

We collect nonpublic personal information about you that is provided by you, or obtained by us with your authorization, in connection with providing tax and financial services to you.

 

Parties to whom we disclose information.

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law.  Permitted disclosures include, for instance, providing information to assist is in providing services to you, such as obtaining a bank loan or mortgage.  In all situations, we stress the confidential nature of information being shared.

 

Confidentiality and security of nonpublic personal information.

We retain records relating to professional services that we provide so that we are able to assist you with your professional needs and, in some cases, to comply with professional guidelines.  In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

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.

 

Refund Policy

All invoiced fees are final and will not be refunded.  We do our best to meet the needs of our clients.  If there is a level of dissatisfaction with our work, please alert us.