November 10, 2011
In accordance with the Gramm-Leach-Bliley Act and Related Federal Trade Commission Regulations, Certified Public Accountants, like all providers of personal financial services, are now required to inform their clients of their policies regarding privacy of client information.
We have always been committed to the protection of our client's privacy. As a CPA Firm and a member of the American Institute of Certified Public Accountants, a Code of Professional Conduct that is more restrictive than the provision of the FTC governs us. Additionally, we are subject to the Internal Revenue Code Section that makes it a misdemeanor to disclose tax return information other than in connection with the preparation of the return.
Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your direct authorization.
Parties to Whom We Disclose Information
For our current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for example, providing information to our employees for use in the preparation of your tax returns. With your consent, we may provide information to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of the information being shared.
Protecting the Confidentiality and Security of Current and Former Client's Information
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with our professional guidelines. In order to guard the privacy of your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
We provide added value to our clients by offering QuickBooks expertise. Our QuickBooks ProAdvisor certifications ensure that we can effectively guide you on system setup, navigation and features…as well as ensure that you maximize the power of the system to keep your books in order.
Aspire Comprehensive™ is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
If you are like most, summer is prime time for family and friend vacations. It’s a time to unwind and recharge…to see new places and try new things. For many, “new things” often means food. And if you are trying to maintain or lose weight, that can be a problem. So, for all you travelers trying to stay healthy this summer, here are 5 great tips to help you stay on a healthy eating plan and still enjoy your vacation!
If you are like most families, summer means vacation. And if your kids are like most kids, they tend to be tethered to their technology. Whether planning to travel abroad or a long weekend at a local campground, summer is a time for exploration and simply paying attention to the beauty around us.
Multigenerational family vacations have experienced an uptick in popularity, especially with older generations being more active and families living farther apart. Family getaways certainly bring people together physically, but also emotionally. Dedicated family time is simply good for the soul…even more so when multiple generations take part. With this in mind, we bring you a few ideas and tips to consider when planning your next multigenerational vacation.