Our mission is to provide cost effective, relevant and accurate bookkeeping, accounting, Tax and office solutions to individuals and businesses in a timely, confidential & professional manner.
In the course of providing you with professional services, we receive significant personal financial information from you, from financial institutions, such as banks, brokerage firms and insurance companies, from governmental entities and agencies, from other professionals such as attorneys and other accountants, and from parties with whom we are negotiating on your behalf. We may also receive information from other sources, either
as directed by you or with your consent.
You should know that all information that is received from or about clients of this Firm is held in confidence, and is not released to people outside the Firm, except after your permission where it will assist us in representing you, or as required by law. When we get information about you, you may rest assured that it is secure.