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223 SOUTH GLENDORA AVENUE

SUITE 101

GLENDORA, CALIFORNIA 91741


Monday-Friday     

9:00am-5:00pm

626.963.1222

OFFERING  COMPETITIVELY PRICED

BOOKKEEPING AND PAYROLL SERVICES


Our dedication to quality client service has continued our quest to bring you updated sites and services as we endeavor to provide the highest quality professional service and guidance.


WE APPRECIATE YOUR POSITIVE REVIEWS ON YELP.  

PRIVACY POLICY:

CPA's are required by law to inform their clients of their policies regarding privacy of client information. CPA's have been, and continue to be, bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.

TYPES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT:

We collect nonpublic personal information about you that is provided to us by you or obtained by us from third parties with your authorization. Nowhere in this website will you be asked for any personal information.

PARTIES TO WHOM WE DISCLOSE INFORMATION:

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

PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENTS' INFORMATION:

We retain records relating to professional services that we provide so that we are 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, we maintain physical, electronic, and procedural safeguards that comply with our professional standards. In most cases, we retain files for a maximum of seven years, where after such information is shredded and discarded. This office does not retain, nor discard, originals. All original documentation is returned to the client. Any other sensitive material, not retained in our files, is also shredded and disposed of properly.

Client privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.