Privacy Policy

Serving Our Community Since 2015
Peace of Mind is knowing that your finances are looked after by experienced professionals who care about you. Read more
We offer a broad range of services to help you secure a sound financial future. Read more
As a valued client, you get a secure, password-protected portal. Read more

Client Portal

You get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.

Tax Worksheets

Our tax worksheets & client questionnaire will help you to gather and organize your specific tax information.

Appointments

Schedule your initial consultation or appointment online.

Blog

Read our tax-related blog posts.

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.

Privacy Policy

Client Portal

Tax Worksheets

Appointments

Blog

Featured Articles

Privacy Policy