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Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications, tax organizers, worksheets and other documents;

  • Information about your transactions with us, our affiliates, or others;

  • Information we receive from a consumer-reporting agency.

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

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified datacenters.

If you have any questions about this policy, please do not hesitate to contact us.

Awards

We are honored to receive an award as the Best Accounting firm, in SMB market, for 2018 in San Francisco by the San Francisco Award Program. It is an annual awards program honoring the achievements and accomplishments of local businesses throughout the San Francisco area. Recognition is given to those companies that have shown the ability to use their best practices and implemented programs to generate competitive advantages and long-term value. We also help individuals with their tax problems and tax returns

Accountants, San Francisco 2018 Award
Expertise Award 2019

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