Welcome to our website!

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.

Your privacy and the confidentiality of your information are most important to us.

You can be assured that we’re committed to protecting your privacy.

We collect non-public, personal information about you and/or your business from various sources, including the following:

  • Information we receive from our interviews with you regarding your specific tax and accounting situation.
  • Information we receive from you on applications, organizers, business documents or by other means, such as your name, home address, employer, work address, telephone numbers, social security numbers, dependents, personal and business income and other tax and accounting related data.
  • Information from tax related and business documents you provide us that are required to process your income statements and/or tax returns, such as Forms W-2, Forms 1099, Form 1098, stock transactions, balance sheets, profit and loss statements, etc.

We do not disclose any non-public, personal information about our clients or former clients to anyone except as specifically requested by our clients or as required by law. We do not outsource any of our clients work to any foreign or domestic accounting processing firms. Your accounting and tax work is processed in our office and never leaves our protective control. In accordance with federal regulations, we restrict access to non-public, personal information about you and your business. We maintain physical, electronic and procedural safeguards to protect your information.