Asheville Office

32 Orange Street
Asheville, NC 28801
Phone: (828) 281-3161
Fax: (828) 281-3164
more info...

Brevard Office

190 S Caldwell Street
Brevard, NC 28712
Phone: (828) 883-2920
Fax: (828) 883-4692
more info...

Hendersonville Office

421 Church Street
Hendersonville, NC 28792
Phone: (828) 698-5488
Fax: (828) 698-5489
more info...

Marion Office

27 West Henderson Street
Marion, NC 28752
Phone: (828) 652-1600
Fax: (828) 652-1622
more info...

Privacy Notice

CPA's, like all providers of personal financial services, are now 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.

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. For instance, permitted disclosures include 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 situation, 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.

Please contact us if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services is very important to us.