Your Information Is Safe With Us!
As a CPA firm providing accounting and tax services:
- We collect information provided by you from your tax organizer, worksheets, documents and discussions.
- We collect information that we develop as part of the engagement.
- We are required to keep all information about our engagement confidential so we will not disclose any information about you unless we have your approval or required / permitted by law.
This applies even if you are no longer a client.
- We are committed to safe keeping of your confidential information and we maintain physical, electronic, and procedural safeguards to protect your information.