Clients

We Make it Our Business to Know Your Business

solutions_000009440149XSmallMaxson & Associates provides accounting, tax and financial advisory services to a vast array of clients. They range in size from the small "Mom & Pop" grocery store to multi-million dollar manufacturing and wholesale companies. Specialty focus groups within our practice include professionals (i.e. dentists, physicians, attorneys, architects), not-for-profit organizations (i.e. yacht clubs, churches, outreach ministries, schools), contractors, and restaurant/food services companies. In addition, Maxson & Associates offers a complete range of tax preparation, planning and business/personal management services for our individual and sole-proprietor clients.

 

PRIVACY NOTICE

In order to meet the requirements of the Gramm-Leach-Bliley Act of 1999, the following confirms our privacy policy with our clients.

What kinds of information do we collect?

As your CPA, we collect:

  • Information provided by you from your tax organizer, worksheets, documents and discussions;
  • Information that we develop as a part of the engagement.

 

How do we use this information?

We will use the information that we obtain to provide you with the accounting, tax, and consulting services that you have requested. With your advance permission, we may disclose all of the personal information that we collect, as described above, with our affiliate company, Financial Solutions Group, LLC.

 

How do we protect your information?

As your CPA, we are required to keep all information about our engagement confidential, so we will not disclose any information about you unless we have your approval or are required/permitted by law. This applies even if you are no longer a client.

We are committed to safe keeping of your confidential information and we maintain physical, electronic, and procedural safeguards to protect your information. We treat all information that we collect as confidential information provided to us solely and exclusively so that we may provide the services you have requested.

Please know that we appreciate and take seriously the trust and confidence you place in us and in our ability to safeguard your personal information. If you have any questions regarding this notice, please don't hesitate to contact us.

Sincerely,

Maxson & Associates

Past Articles

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The 2018 MidYear Tax Planning letter is now posted

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