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Wheres my refund?

 

Privacy Policy

CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, I have always protected your right to privacy.

Types of Nonpublic Personal Information I Collect

I collect nonpublic personal information about you that is provided to me by you or obtained by me with your authorization.

Parties to Whom I Disclose Information

For current and former clients, I do not disclose any nonpublic personal information obtained in the course of my practice except as required or permitted by law. Permitted disclosures include, for instance, in limited situations, to unrelated third parties who need to know that information to assist me in providing services to you. In all such situations, I stress the confidential nature of information being shared.

 

Protecting the Confidentiality and Security of Current and Former Clients’ InformationI retain records relating to professional services that I provide so that I am better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, I maintain physical, electronic, and procedural safeguards that comply with my professional standards.

Please call (580) 223-1877 if you have any questions, because your privacy, my professional ethics, and the ability to provide you with quality financial services are very important to me.

 

 Tax Paper Checklist 

  1. Any documents with “Important Tax Information”
  2. All W-2’S
  3. Your Records of dates and amounts of estimated tax payments paid (State and Federal)}
  4. All 1095’S & 1099’S (1095A, B or C &1099-R, 1099-MISC, 1099-Int, 1099-Div,)
  5. Any statements of interest & Dividends paid

6.All mortgage interest statements

  1. All statements regarding real estate taxes paid

8.Your records showing charitable contributions (Cash/Non Cash, Mileage)

  1.  Any statements relating to investments that you sold as well as purchase date     and price for investments sold.
  2. Any documents regarding purchase or selling of your home in the past year, including refinancing documents.
  3. Health care documents
  4. Any documents that you think I may need please bring them!