Privacy Policy

Privacy Policy

In regards to Accounting, Tax Return Preparation, Tax Advice, Tax Extensions, Taxpayer Representation, and other Accounting and/or tax-related services/matters:

Categories of Information We Collect:

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

  • Information we receive from you on applications, tax preparation worksheets/organizers, other documents we use in preparing your accounting documents and/or tax returns, or other forms;
  • Information about your transactions with us or others; and,
  • Possibly information we receive from a consumer reporting agency.

Categories of Information We Disclose and Parties to Whom We Disclose:

We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law or authorized by you.  If you authorize us as a Third Party Designee, you are authorizing us to release information about your tax return and its preparation to taxing authorities.

Please note: If you would like for us to be able to discuss your tax information with anyone other than yourself (e.g., a family member or others), please ask for a Release Form. We are prohibited by law from discussing your information with anyone other than the taxpayer(s) and others you authorize.

Confidentiality and Security:

We restrict access to nonpublic personal information about you to those officers, directors, and employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic information.


Mailing Address


3613 Kirkwood Highway

Wilmington, DE 19808

Phone: (302) 504-4063



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