Accounting Services
Accounting Software Selection
Tax Preparation
Attest Services
Bookkeeping/Write Up
IRS & State/Local Representation
Cash Flow & Budgeting Analysis
Compilation, Review & Audit Services
  Payroll Services
Financial Forecast Projections

Financial Statements
Sales Tax Services
Estate, Gift & Trust Tax Return Prep
Management Advisory Services
Retirement Planning
  How We Protect Your Privacy  

As our client, your privacy is important to us; therefore, we have adopted the following privacy policy. We collect nonpublic personal information about you from various sources, including the following:

  • Information we receive from interviews regarding your tax situation;

  • Information we receive on applications, organizers, or by other means, such as your name, address, telephone number, social security number, dependents, income and other tax-related data;

  • Information from tax-related documents you provide that are required to process tax returns, such as forms w-2, 1099R, 1099-INT and 1088=DIV, and stock transactions, ect.

We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as requested by our customers or as required by law.

We restrict access to nonpublic personal information concerning you, except to employees who need access to such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

If you have any questions about our Privacy Policy, please contact us



James A. Williams, CPA
576 Warren Street
Dorchester, MA 02121

Email: jaw103@msn.com

Phone: (617) 445-7778
Fax: (617) 445-6162

 

Privacy Policy

James A. Williams, CPA
Phone: (617) 445-7778 • Fax: (617) 445-6162

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