Brad has been providing tax planning services to business owners and individuals since 1993.
Our Junior Tax Planners!
Sheri has been providing tax planning services to business owners and individuals since 2004.
We collect nonpublic personal information about you from the following sources:
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 certified data centers. The security of our systems is of the highest available today.
If you have any questions about this policy, please do not hesitate to contact us.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.