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privacy policy

Privacy Policy

Our firm is committed to your right to privacy and takes your privacy seriously. We have strict policies and strive to keep your personal information secure.

We collect nonpublic personal information about our clients from various sources, including the following:

Information we receive from interviews regarding clients' tax an accounting situations

Information we receive on applications, organizers, check stubs, bank statements or by other means, such as client names, addresses, telephone numbers, Social Security Numbers, dependents, income and other tax and accounting related data.

Information from documents that we require from clients in order to process their tax returns (Forms W-2, 1099R, 1099-INT, 1099-DIV, stock transactions etc)

We do not disclose any nonpublic personal information about our clients or former clients to anyone except as requested by our clients or as required by law.

We restrict access to nonpublic personal information concerning our clients except to employees who need access to such information in order to provide services. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard all nonpublic personal information.

We will NEVER sell or rent your name, e-mail address or personal information to any third party. Only authorized employees may access your information.

All employees are required to adhere to our strict privacy policy. Any employee who violates the policy is subject to termination and other disciplinary measures.

Office Address:

21 West Colony Place Ste.180
Durham, NC
(919) 401-0005

Office Hours:

Mon-Thu: 8:00AM to 5:30PM

Friday: 8:00AM to 12:30PM

Firm Memberships:

American Institute of Certified Public Accountants


North Carolina Association of Certified Public Accountants



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