Privacy Policy

We have focused on implementing fair information practices that are designed to protect your privacy, no matter what country you live in.
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You may have some concern about the confidentiality of the information you provide to this office. It is our policy to keep your personal and business matters confidential to the extent permitted by law.

Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications 

We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.

You should also be aware that anything you tell us during the interview for the preparation of your Tax return is confidential, but not protected from the IRS. Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal Tax advice on matters before the IRS or non-criminal Tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by attorney-client privilege. 

If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.

Our Offices

Our expertise is widespread and we have multiple office locations to make it convenient for you to get help. You can find us at:

Main Office (Mailing/Dropping off Documents)

545 Metro Place South, Suite 100
Dublin, Ohio 43017
By appointment: 9am - 5pm, M-F; February 1 - April 30: 8am - 8pm everyday
(614) 761-3247
9am - 9pm EST, everyday

Easton Town Center Office (nearby)

4449 Easton Way, 2nd Floor
Columbus, OH 43219
By appointment: 9am - 5pm, M-F

Worthington Office (near I-270 and High Street/US-23)

100 East Campus View Boulevard, Suite 250
Columbus, OH 43235
By appointment: 9am - 5pm, M-F

Westerville Office (on the opposite side of I-71 from the Polaris Mall)

470 Olde Worthington Road, Suite 200
Westerville, OH 43082
By appointment: 9am - 5pm, M-F
FAQs Frequently Asked Questions
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