Privacy Policy

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

• Information you provide on applications, through 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 current 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 it in order to provide quality services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties

If you have any questions about this policy, please do not hesitate to contact us.

This is our Privacy Policy as required by the Gramm-Leach-Bliley Act of 1999.

Disclaimer Regarding Services and Offerings

No Rendering of Advice

The content on this site is for informational purposes only and should not be viewed as actual accounting advice. Each business is unique in its application of accounting principles and should consult with a financial professional before making any changes.

Disclaimer of Warranties and Limitations of Liability

All information on this site and otherwise communicated is generic in its application and is not representative of a client relationship.

Links to Third Party Websites

We have no control over third-party sites to which we link. We may or may not agree with the content those sites provide.



Accuracy of Information

This website is designed to introduce prospective business clients to the services we offer as well as the possible applications and benefits of these services.