HOME
SERVICES
BOOKKEEPING SERVICESBUSINESS ACCOUNTINGBUSINESS CONSULTINGFRACTIONAL CFOACCOUNTS PAYABLEQUICKBOOKSNON-PROFITSPRICING
CORPORATE CENTER
INCORPORATE TODAYEIN NUMBER REQUESTBENEFICIAL OWNERSHIP INFORMATION (BOI)MEETING MINUTES REQUESTREGISTERED AGENT SERVICESPRICING
TAX CENTER
TAX SEASONTAX PLANNINGTAX ASSESSMENT & STRATEGYTAX SEASON DEADLINESTRACK YOUR REFUNDPAYING MY TAX BILLWORKSHEETS AND RESOURCESQUARTERLY ESTIMATED TAXESRECEIVED A GOVERNMENT NOTICE?PRICING
PAYROLL CENTER
1099 SERVICESARE YOU GETTING PAID PROPERLYWE WANT TO KNOW HOTLINE!PAYROLL FORMSPAYROLL PARTNERS401(K) AND PROFIT SHARING401(k) PARTICIPANT RESOURCESPRICING
RESOURCES
CLIENT PORTALCLIENT DOWNLOADSPAY MY BILLSHOPTANDY'S TIPSTRUSTED PARTNERS
WORK WITH US
ONBOARDINGNEW CLIENT INTAKEWHO WE WORK WITHAPPOINTMENT REQUEST
ABOUT
CONTACTCOMMUNITYSOCIAL MEDIASUSTAINABILITYTESTIMONIALSAPPOINTMENT REQUEST
Client Portal
HOME
SERVICES
BOOKKEEPING SERVICESBUSINESS ACCOUNTINGBUSINESS CONSULTINGFRACTIONAL CFOACCOUNTS PAYABLEQUICKBOOKSNON-PROFITSPRICING
CORPORATE CENTER
INCORPORATE TODAYEIN NUMBER REQUESTBENEFICIAL OWNERSHIP INFORMATION (BOI)MEETING MINUTES REQUESTREGISTERED AGENT SERVICESPRICING
TAX CENTER
TAX SEASONTAX PLANNINGTAX ASSESSMENT & STRATEGYTAX SEASON DEADLINESTRACK YOUR REFUNDPAYING MY TAX BILLWORKSHEETS AND RESOURCESQUARTERLY ESTIMATED TAXESRECEIVED A GOVERNMENT NOTICE?PRICING
PAYROLL CENTER
1099 SERVICESARE YOU GETTING PAID PROPERLYWE WANT TO KNOW HOTLINE!PAYROLL FORMSPAYROLL PARTNERS401(K) AND PROFIT SHARING401(k) PARTICIPANT RESOURCESPRICING
RESOURCES
CLIENT PORTALCLIENT DOWNLOADSPAY MY BILLSHOPTANDY'S TIPSTRUSTED PARTNERS
WORK WITH US
ONBOARDINGNEW CLIENT INTAKEWHO WE WORK WITHAPPOINTMENT REQUEST
ABOUT
CONTACTCOMMUNITYSOCIAL MEDIASUSTAINABILITYTESTIMONIALSAPPOINTMENT REQUEST
Client Portal

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 LEADPAGES SOC 1 certified datacenters.

If you have any questions about this policy, please do not hesitate to contact us.