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Privacy Policy

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, we have always protected your right to privacy.

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 authorization.

Parties to Whom We Disclose Information

For 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 instance, providing information to our employees, and in limited situations, 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 information being shared.

Protecting the Confidentiality and Security of Current and Former ClientÂ’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 professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.


Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.

Refund Policy:

Our clients receive invoices either electronically or by postage. Our system does not prepopulate invoice amounts. Our clients enter in the amount they owe on our payment page and submit the required information for payment. Because we do not prepopulate charges, no refunds will be given unless you type in the incorrect amount for the invoice you are trying to pay. If you overpay by typing in the wrong amount, but you arrears on a prior invoice(s) the amount will be applied to the invoice(s) in arrears. If you have any questions regarding our refund policy, please contact our office at 817-332-3254. We appreciate your business.

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