Western Management Services


Privacy Policy:

We value you as our client and your privacy is important to us.  Please read our privacy policy below.

We collect nonpublic personal information about you from various sources, including the following:

  • Information we receive on applications, organizers, or by other means, such as your name, address, telephone number, social security number, dependents, income, bank information, credit report, criminal information, other tax-related data; and
  • Information from tax-related documents you provide that are required to process applications or to aid in providing year end tax information to our clients, such as, Forms w-9, Forms w-2, 1099R, 1099-INT and 1099-DIV, and stock transitions, etc.
  • Information we receive from interviews regarding your situation.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law.

We restrict access to nonpublic personal information concerning you, except to employees who need access to such information in order to provide services to you.  We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.