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I provide a variety of services for individuals, trusts, exempt organizations, and businesses (partnerships and corporations), including:

Tax planning and preparation
Financial statements (monthly, quarterly, semi-annual, and annual)
Financial advice and planning
Payroll reporting
IRS representation
Litigation support

Privacy Statement

I receive personal information about you from information on applications or other forms, information provided by you during phone calls or appointments, or information related to transactions handled by me.

I do not disclose any nonpublic personal information about my clients or former clients to anyone without your consent, except as permitted or required by law.

I restrict access to nonpublic personal information about you to myself. I maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Please do not hesitate to contact me if you have any questions or concerns.

Thank you,
James E. Nerrie, CPA