Why a Certified Public Accountant
"Why" is a question many associate with younger family members, but it is also asked by individuals and business owners. It is asked when they wonder if they need a CPA. In fact, many misunderstand what a CPA is.
Our Firm's overall mission is to focus on success by gaining your trust; your personal success or both your personal and business success. SO ... if your may as yourself "why" ... let us answer this question for you.
Jacq Sr. is the "go to" person for our personal services. His team of tax professionals is available to our clients year-round.
Tax laws change frequently making it difficult to prepare returns from year to year a to plan the future. Even preparing a simple return can be a challenge. This is where our team excels: personalized service that insures compliance with tax laws and regulations while minimizing your current and future tax burden. Our only job is to attend to the financial well-being of our clients.
The list of services is not all inclusive - please call us about a service you may need but is not listed.
Our Firm's Business Services Division concentrates on "success" planning and all of its aspects. We understand our clients are in business to better their family's life and create wealth.
We know how hard business owners work and it is our mission to partner with them to help achieve their goals and make their businesses work for them. Success is not simply making money, but also keeping as much as possible while staying compliant with all of the laws which a business must follow. The success formula is simple and Jack's success formula is not always easy. Bottom line, PLANNING is a must.
Our services include areas which a business and business owners require to achieve goals. From the Start Up Business which needs to determine the most advantageous form of entity to strategic tax planning for the seasoned client, we excel at providing services our clients need and demand.
CPA's like all providers of personal financial services are now required by law to inform their clients of their policies regarding privacy of client infromation.
CPA's 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.
We collect nonpublic personal information that is provided by you or obtained by us with your authorization.
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 those members of our firm who need to know that information in order to provide services to you: and, in limited situations, to unrelated third parties who need to know that information to assist us in providing those services to you. We always get your permission before we give information to third parties. In such situations, we stress the confidetial nature of the information being shared.
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 quiality financial services are very important to us.
Thank you for your confidence in us.