About Us

Get to know your CPA. We invite you to get to know us better. We strive for a personal connection with each and every one of our clients. Your satisfaction and confidence are key goals in our service to you. Please don't hesitate to contact us with questions.

Professional Memberships: American Institute of Certified Public Accountants Arizona Society of CPA National Society of Accountants

Professional Competence

Our CPA has many years of accounting expertise to keep businesses in the black and to maximize clients' tax savings. She has demonstrated professional competence by meeting high education and experience standards for the accounting profession, passing a rigid nationally-uniform examination, and meeting state licensing and continuing education requirements.

 

Confidentiality

All matters handled by the firm are treated with strict confidentiality and the highest standards of the accounting profession's Code of Ethics. No information about your affairs will ever be released to unauthorized persons.

 

Communication

Open communication is a vital factor in any good client-professional relationship. Our goal is to communicate in a manner that leaves you well informed and comfortable. Feel free to discuss your needs and objectives with us. Discuss fees and how your work will be handled, and ask questions about anything you don't understand.

Privacy Policy

Once a year, the law requires us to disclose our Privacy Policy to you—just as it requires banks, brokerage houses, and other financial institutions to do the same. We hope that by taking a few moments to read this policy, you will have a better understanding of how we strive to protect the information you entrust to us.

 

Types of Information We Collect

We collect certain personal information about you—but only when it is provided by you or is obtained with your permission.

 

Parties to Whom We Disclose Information

As a general rule, we do not disclose nonpublic personal information about out clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed to comply with a validly issued and enforceable subpoena or summons, or to allow us to render appropriate services to you.

 

Confidentiality and Security of Your Personal Information

Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.

Thank you for allowing us to serve your accounting, tax, and financial planning needs. We value your business and are committed to protecting your privacy. We hope you view our firm as your most trusted adviser and we will work to continue earning your trust. Please call us, if you have any questions or if we can be of further service.

 

DISCLAIMER

While we strive to maintain and update on a regular and consistent basis, some of the content may not be as current as possible. Furthermore, while we try to accurately convey new regulation changes through this website, there may be exceptions to these new regulations that are not listed. To gain a more complete understanding of the regulations, please contact our firm and learn how we can add value to your financial state. The interpretations of new legislation on these pages should not be taken as the final authority.

*All articles are presented for informational and educational purposes only and are not intended to constitute legal, tax or accounting advice. The articles profice only a very general summary of complex rules. For advice on how these rules may apply to your specific situation, contact a professional advisor.