Earning people’s trust starts with a commitment to privacy and security. Our view is simple: we use the data entrusted to us to benefit consumers and help businesses and economies grow.

We collect nonpublic personal information about from various sources, including:

  • Interviews regarding your financial and tax situation
  • Applications, organizers, or other documents that supply such information as your name, address, telephone number, social security number, number of dependents, income, and other tax-related data
  • Tax related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099INT, 1099MISC, and 1099DIV, and stock transactions

We know you expect convenience, security, and privacy from your accountant. To meet your expectations, we make the following privacy commitments to you:

  • Kessler Accounting does not sell your personal information. We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law.
  • We only use personal information for defined, appropriate purposes.  We provide monthly accounting services, payroll services, and tax planning and preparation. We restrict access to personal information concerning you, except to our employees who need such information in order to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information. If services are prepared using married filing jointly status, both spouses are deemed to be clients  of the firm under the terms of our Agreements. Both individuals acknowledge that there is no expectation of privacy from the other concerning our services in connection with the Agreement. We are liberty to share with either spouse, without prior consent of the other, documents, and other information concerning the services we provide.

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