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Privacy Policy

Submit a Review Request a Tax Organizer

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

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.

Why partner with us?

Commitment to Quality

Maintaining the highest standards in every record and report.

Organizational Clarity

Bringing order to complex information to support better decision-making.

Proactive Protection

Ensuring your operations remain aligned with current requirements and best practices.

We are ready to answer your questions.

Whatever is on your mind, we’re always happy to start a conversation. We encourage you to contact us with any questions or comments you may have. Please call our office or use the contact form provided.

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