Privacy Policy:
CPAs are bound by professional standards of confidentiality to protect your rights to privacy. Types of Nonpublic Personal Information We Collect. We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization. Parties to Whom We Disclose Information. We do not disclose any nonpublic information obtained in the course of our practice except as required or permitted by law. Permitted disclosures may include providing information to our employees or unrelated 3rd parties that need to know information to assist us in providing services to you. Protecting the Confidentiality and Security of Client Information. We retain physical and electronic records that comply with our professional standards. IRS Section 7216 Regulations. This section generally prohibits disclosure of tax return information without the client's explicit consent. |
NON INCLUSIVE LIST OF SERVICES PROVIDEDTaxes:
We know how to make the most of your tax-saving opportunities while staying compliant with the Internal Revenue Code. You have a partner in making your money work for you and making your business grow. By examining your internal structure, together, we’ll make a plan for your financial success. -Tax preparation for individuals, partnerships, corporations, exempt organizations, and other business entity formations -Tax planning -Tax issue resolution Accounting and Reporting:
Clients are provided with peace of mind. We dedicate the time to truly get to know our clients’ unique needs, and devote all of our experience and resources to develop customized care solutions for you and your business. Clients rely on us to be their trusted advisor, and we earn that trust by providing honest, unbiased advice focused on achieving long-term financial goals. -Compilation and Reviewed Financial Reporting -Bookkeeping Services -Payroll Services -Policy and Procedure Analysis -Consulting Services -Onsite QuickBooks Training -Other Reporting Requirements -QuickBooks Pro Advisor |