Martin Johnson Tax & Financial Services Inc.
We collect nonpublic personal information about you from the following sources:
Information we receive from you on applications, tax preparation organizers, worksheets, and other documents we use in tax preparation or providing financial services, or other forms;
Information about your transactions with us, our affiliates, or others; and
Information we receive from a consumer reporting agency.
We may disclose all the personal information we collect to our affiliates:
Amber Martin Johnson, Registered Representative with Avantax Investment Services℠ or
Joseph F. Johnson III, Registered Investment Advisor with Avantax Investment Services℠.
However, we will first secure your permission in writing before the information is released to the affiliate.
We do not disclose any nonpublic personal information about our customers or former customers to any nonaffiliated third parties, except as permitted by law.
We restrict access to nonpublic personal information about you to members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.