Support you Deserve

We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.

Privacy Policy

Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications, tax organizers, worksheets and other documents;

  • Information about your transactions with us, our affiliates, or others;

  • Information we receive from a consumer-reporting agency.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified datacenters.  We provide a private client cloud folder for each client and encourage the use of secure file exchange.  Clients who choose to send private or proprietary documents through their own unsecured e-mail systems, faxes, or non-insured mail or package delivery services assume their own risk of delivery and identity theft.

We maintain a security policy that includes protecting client privacy and secure file exchange.  Clients may inquire about such policay and discuss concerns via private appointments.

Clients or client candidates with questions about this policy, please do not hesitate to contact us at or book an appointment with Jeanine at

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