PRIVACY NOTICE as required by Federal Trade Commission Rule 16 CFR Part 313 "Privacy of Consumer Financial Information"

YOUR PRIVACY IS IMPORTANT TO US

                                                                                                                                                   At Wildwood & Holt, Inc. we are committed to your privacy and retaining your trust. We request your right to keep your personal information confidential and to avoid unwanted solicitations. Please read this to learn how we handle your personal information.

TYPES OF INFORMATION WE COLLECT
We collect nonpublic personal information about you and your employees.

CLIENT INTERVIEWS, CORPORATE TAX RETURNS, TRUST REPORTING PACKAGES AND FINANCIAL QUESTIONNAIRES
To properly prepare your statements, we must receive information from you. This information is collected from you in written form, by phone, on line, by mail and in personal interviews and consultations conducted by us, as well as by information we collect from others with your authorization.

TRANSACTION INFORMATION
 This is information about your transactions with us and includes information necessary for preparation, as well as all correspondence between you and us. Transaction information would also include your payment history with us, billing records and any collection effort engaged in by us for payment of services rendered to you.

PARTIES TO WHOM WE DISCLOSE INFORMATION
We do not disclose any nonpublic personal information about our clients or former clients to our affiliates or to nonaffiliated third parties except as permitted by law. Nonpublic Personal Information about you and our former clients may be disclosed to both our affiliates and non-affiliated third parties as permitted by law.

CONFIDENTIALITY AND SECURITY OF NONPUBLIC PERSONAL INFORMATION
We restrict access to Nonpublic Personal Information about you to those employees and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by applicable by law. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your Nonpublic Personal Information. If you have any questions concerning our policy, please contact us.