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Privacy Policy & Disclaimer

Privacy Policy

Federal law mandates that, as our client, we must make you aware of a law protecting the privacy of individuals.  Our firm respects and maintains the confidentiality of our client.  In compliance with the law, we inform you that we collect nonpublic, personal information about you from the following sources:

  • Information we receive from you on tax preparation worksheets and other documents we use in preparing your tax return or other forms and information about your transactions with us or others.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except when instructed to do so by clients, or as necessary for electronically filing your tax return, or as permitted by law.

Access to nonpublic personal information is restricted to those professionals necessary for providing accounting and tax services to our clients.  We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

Your confidence in us is very important and we want you to know that your personal and tax information is safe.  If you have any questions or concerns, please contact us at (920) 499-7661 or

Disclaimer of Warranties and Limitations of Liability

  • Information contained within this website is provided for informational purposes only and is not intended to act as a substitute for obtaining advice from a professional.

  • The presentation of the information on our website does not constitute and accountant-client relationship.  Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a tax professional

  • Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

  • While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is error-free.

  • This website is provided on an "as is" and "as available" basis.  Use of this website is at your own risk.  We and our suppliers disclaim all warranties.  Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website.

Links to Third Party Websites

For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties.  We do not control, evaluate, endorse or guarantee content found in those sites.  We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them.  Your use of such sites is entirely at your own risk.