14 full Layers of Security
As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.
To start using the client portal please log in below:
If you discover a mistake on your tax return after you’ve already filed it, don’t panic. In most cases, all you have to…
Home equity represents a significant portion of the average retiree’s wealth. If you’re 62 or older and house-rich but cash-poor, a reverse mortgage…
If you’re self-employed and use your car for business, you can deduct certain business-related car expenses. The first thing small business owners need…
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.
If you have any questions about this policy, please do not hesitate to contact us.
Certified Public Accountant (CPA)
Masters of Business Administration (MBA)
American Institute of Certified Public Accountants (AICPA)
Member of the Accountant Finder Network