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Our firm is large enough to offer a complete array of accounting, taxation, and consulting services, but small enough to know you personally. We started 16 years ago as a small operation, and have grown today to include CPAs, Accountants, and Bookkeepers, each offering impressive credentials and experience. Whether you need accounting, tax planning, tax return preparation, personal financial planning, estate and trust planning, small business consulting, or a complement of other individualized services, we will give you the full resources you would expect only from a large accounting firm while maintaining a personal touch.
We collect nonpublic personal information about you from the following sources: Information we receive from you on tax preparation worksheets, other documents we use in preparing your tax return, or other forms; and information about your transactions with us or others.
We do not disclose any nonpublic personal information about you to anyone, except as permitted by law. If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.
We restrict access to your personal and account information to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard you nonpublic personal information.
Your confidence in us is important and we want you to know that your personal and account information is safe. If you have any questions or concerns, please contact us.
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