Privacy Policy

Our commitment is to protect your privacy and maintain confidentiality.

Privacy

We understand the importance of keeping your personal and business information confidential. Here's how we protect your privacy:

• Your information is only shared with team members who need it to complete your requested work

• We require your written permission before sharing any information with third parties (like mortgage lenders)

• While all communications are confidential, only non-criminal tax matters are legally protected from IRS authority

• For matters requiring legal protection, we recommend consulting with an attorney

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Kathleen holds an M.S. in Professional Accounting and has been a Certified Public Accountant and IRS Enrolled Agent for many years.

Questions? Get in Touch