We Prepare Tax Returns!

We prepare most type of tax returns:

Individual. 

S Corporation.

C Corporation.

Partnership.

Payroll.

Amended.

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Confidentiality Policy

CPA accountant

Don’t worry, your secrets are safe with us. (910) 399-2705.

I take confidentiality seriously, so I’m always surprised when a Client expresses concern about privacy. Here’s our policy:

  • We don’t disclose your private information to anyone or any agency without your explicit permission. If we’re consulting for you, with say a banker, Workman’s Compensation auditor, financial planner etc., we get your permission and limit that consult to the matters at hand.
  • No one outside our Firm will even know you’re a client unless you explicitly authorize it.
  • The only exception would be a subpoena forcing us to turn over documents.
  • Clients generally send us documents through Drop Box, Google Drive, USPO, FedEx, password protected PDFs and fax. We accept documents by e-mail, but discourage that because of possible identity theft issues.
  • We send documents and tax forms to Clients via Drop Box, Google Drive, Fax and Echo Sign (a password protected PDF delivery service).
  • We take reasonable precautions to limit accidental disclosure. For example my cell phone requires a personalized swipe to use it.

Confidentiality is so important to CPAs that our National and State Societies discuss it with us during our annual Ethics training requirements.