Communication Policy

We may use personal information to contact you with newsletters, marketing or promotional materials and other information that may be of interest to you. You may opt out of receiving any, or all, of these communications from us by following the unsubscribe link of instructions provided in any email we send.

Privacy Policy

The privacy of our clients is important to us. We collect nonpublic information about clients from various sources, including:


  • Interviews regarding our client's tax and financial 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 financial and tax-related data.

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

It is the policy of Quick Guide Tax to handle the information you provide us with the utmost confidentiality and care. We restrict access to nonpublic personal information about you to members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal and confidential information to anyone outside our firm without your express written permission to do so. We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.


Security & Safeguards

Canopy is our secure client portal that includes the following safety measures:

  • All data transferred between users and the service is encrypted.

  • Sensitive data in the Canopy App is hosted in data centers that are SOC2 security compliant.

  • Patching against known threats occurs regularly.

  • Canopy employees are trained how to safely handle sensitive information.

  • Canopy complies with applicable security laws and regulations.

Client information is only stored on Canopy and is never saved on any computer hard drives. Our computers are regularly scanned with McAfee Total Protection Security software and maintain email, web and firewall protection. Please note that we cannot guarantee that the security measures we have in place to safeguard Data and/or other information will never be defeated or fail, or that such measures will always be sufficient or effective. Any transmission of Data and/or other information is at your own risk.

If you have any questions about our privacy policy, please email Rosemary@QuickGuideTax.com or Brent@QuickGuideTax.com