WHY A CPA, and WHY NOW?
Our firm is small but we have a long history of business experience with a wide variety of operations. A CPA, with education and experience, gains a unique perspective of a business while working with the accounting and tax records as well as advising the owners on the day to day opportunities before them. A qualified financial professional can most likely save your business money through their expertise and advice. Such an individual can also help avoid many pitfalls the small business owner may encounter in our rapidly changing world. We also can work closely with your legal, banking, insurance and investment advisors to make sure you have a completely coordinated effort in planning and executing your financial and business goals.

PRIVACY POLICY
CPA’s, like all providers of personal financial services, are now required by law to inform their customers of their policies regarding privacy of client information. CPA’s have always been bound by professional standards of confidentiality that are even more stringent than those required by this law. We have always protected your right to privacy. As accountants and tax practioners, we receive and collect nonpublic personal information about you and your business from the various forms and statements that you provide in order to prepare your financial records and tax returns. We solicit no information from any sources unless specifically directed to do so by you. We do not disclose any such information about our clients or former clients to anyone, except as instructed to do so by you or as required by law. Access is restricted to those professionals who need to know such information to provide services to you. We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your nonpublic personal information. If you have any questions concerning this policy or our use and handling of your personal information please feel free to contact us at our office. We would be happy to discuss in more detail any of your questions or concerns.This notice is to comply with the Federal Trade Commission Rule 16CFR Part 313, which was issued on May 24, 2000.


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