Support you Deserve

We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.

Privacy Policy

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.

What Others Say

"Service! Service! Service! Our company Nebular Agency hired Adam earlier this year. Needless to say his services and our partnership with Adam is worth its weight in gold... Adam is always available to speak directly when needed, proactively contacting us, and ultimately the relationship has been nothing short of 5 Stars!" "

"Adam is a fantastic CPA that has provided us with exceptional service for many years. He is very knowledgeable, always available, and affordable. Adam is a true professional that you can rely on."

"Adam is a top notch accountant. I had the pleasure of using his services this year. He is honest, candid, and very professional. Looking forward to using him as my accountant for years to come."