We collect nonpublic personal information about you from the following sources:
- Information we receive from you on applications, tax organizers, worksheets and other documents;
- Information about your transactions with us, our affiliates, or others;
- Information we receive from a consumer-reporting agency.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.
We restrict access to nonpublic personal information about you to those 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.
Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified datacenters.
If you have any questions about this policy, please do not hesitate to contact us.
For Every Financial Need
How We Can Help
From planning to preparing and filing, we assist every step of the way. We ensure that our clients are compliant with all IRS regulations.
Depending upon the size and financial sophistication of your organization, outsourcing your business accounting services will save you time and money.
Audit & Assurance Services
We assist with assurance and reporting requirements placed upon many entities such as nonprofits, government agencies, and other organizations.
We help insure a bright and secure future for our clients and their families through Financial & Retirement Planning as well as Estate & Trust Planning.