Close
(858) 581-3336

Register to use the Hicks Financial Nurse Organizer

To get started using our interactive Nurse Organizer, you’ll need to create an account. Fill out this form and you’ll be on your way!

First
Last

Privacy Policy

It has always been the policy of Hicks Financial Services to keep all information that we collect from you confidential from all sources. We allow access to your nonpublic information only to those members of our firm who need to know that specific information in order to provide services to you. We do not collect nonpublic information about you from the following sources:

  • Information we receive from you on tax preparation organizers, worksheets, Federal and State tax reporting forms, and from other documents we use in tax preparation or other financial and related services.
  • Information about your transactions with us, our affiliates, and others.
  • Information we may receive from outside agencies such as banks and brokerage houses.

We do not discuss any nonpublic personal information about our clients and former clients, except as permitted, required by law or approved by you in writing as listed below.

  • Requirements to comply with Federal, State or Local law.
  • Requirements to comply with National, State or Local law licensing rules.
  • Requirements to disclose information in response to legal subpoenas.
  • Items you permit or request us to disclose, as authorized by you in writing.
  • Information which you authorize us to disclose by signing this engagement letter, to electronically file your tax return, when applicable.
  • Information, which you authorize us to disclose by signing this engagement letter, that disclose that you are our client, without disclosure of financial or other personal information.
Go top