CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, I have always protected your right to privacy.
I collect nonpublic personal information about you that is provided to me by you or obtained by me from third parties with your authorization. For current and former clients, I do not disclose any nonpublic personal information obtained in the course of my practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist me in providing services to you.
In all such situations, I stress the confidential nature of information being shared. I retain records relating to professional services that I provide so that I am better able to assist you with your professional needs and, in some cases, to comply with professional guidelines.
I collect nonpublic personal information about you that is provided to me by you or obtained by me from third parties with your authorization. For current and former clients, I do not disclose any nonpublic personal information obtained in the course of my practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist me in providing services to you.
In all such situations, I stress the confidential nature of information being shared. I retain records relating to professional services that I provide so that I am better able to assist you with your professional needs and, in some cases, to comply with professional guidelines.
Services
For over 20 years, I have been saving taxpayers money through my tax return preparation.
When I prepare a tax return, I am an advocate of the taxpayer.
That's right; I am on the taxpayer's side!
The courts have held there is nothing illegal or sinister in a taxpayer striving to pay the lowest tax legally available.
I have prepared over 4,000 returns and only one was audited.
All tax returns that I prepare come with a free guarantee of accuracy; at other places you pay for the guarantee.
You will enjoy freedom from worry about tax law changes with my continuing education, avoid frustration with no more missed deadlines, mistakes, surprises, or being the last to know, and experience better comprehension as I help you to understand your situation in easy terminology.
When I prepare a tax return, I am an advocate of the taxpayer.
That's right; I am on the taxpayer's side!
The courts have held there is nothing illegal or sinister in a taxpayer striving to pay the lowest tax legally available.
I have prepared over 4,000 returns and only one was audited.
All tax returns that I prepare come with a free guarantee of accuracy; at other places you pay for the guarantee.
You will enjoy freedom from worry about tax law changes with my continuing education, avoid frustration with no more missed deadlines, mistakes, surprises, or being the last to know, and experience better comprehension as I help you to understand your situation in easy terminology.
I know that the accounting needs for each business or family are unique.
Use my form to tell me more about your needs, and concerns, and I will give you a free quote on tax services and regular or one-time accounting services.
Certified Public Accountant (CPA) for Clearwater, Dunedin, Palm Harbor, and beyond!
Use my form to tell me more about your needs, and concerns, and I will give you a free quote on tax services and regular or one-time accounting services.
Certified Public Accountant (CPA) for Clearwater, Dunedin, Palm Harbor, and beyond!
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