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Privacy Statements - A guide
to how we use and protect client information:
We don't let you e-mail us from this site, so we know nothing about you.
You initiate contact by phone. As we begin our business relationship, we
will collect more personal info directly with you.
For privacy issues after our business relationship begins, click on our Privacy
Statement, below.
If you have been referred to our website by another website or search engine, we may receive anonymous aggregated search usage data
through tags passed via the search engine, but
are not able to, and will not attempt to associate that data with any personal
identifiable information.
WE PREPARE THE FOLLOWING TAX RETURNS "IN HOUSE":
1040 (personal individual)
1120 (corporation)
LLC (Schedule C only)
Payroll / QuickBooks®
HOWEVER, WITH YOUR PERMISSION, WE WILL WORK WITH, (OR REFER YOU TO), OTHER FIRMS
FOR:
706 (estates)
709 (gifts)
1500 (PA inheritance)
1065 (partnership)
1120S (SubChapter-S corp)
1041 (trusts and estates)
LLC (Schedule E)
LLC (Schedule F)
LLC/1065 (partnership)
LLC/1120S (SubChapter-S corp)
Click here for more disclaimers.
Steve Clott, CPA CFP® EA - Tax
Preparation -
Privacy Statement
TD Ameritrade Advisor Services - Privacy Statement
Advisor Resources - Privacy Statement
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