• business and individual tax returns and planning
• bookkeeping services and training
• accounting and software setup and training
• business planning and budgets
• internal controls and other consulting services
• paperless office using SmartVault and dropbox
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.
If you have any questions about this policy, please do not hesitate to contact us.
