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.