The Bookkeeper

Where your
money matters 

Simplified bookkeeping for young entrepreneurs and business owners like you.

You focus on the
big picture

We focus on helping you get there

Since 2001 we’ve been supporting businesses and helping them reach their goals. We are committed to meeting you where you are at and getting you to where you want to be.

Our goal is to make your
life less taxing

This is what we do

Knowing the financial health of your company is crucial and having current, accurate reports is a must. We want to be a part of your company’s growth and help celebrate its successes.

Bookkeeping
Services

Whether you are looking for a full charge bookkeeping or monthly maintenance, we can customize our services to meet your needs. We want to be a part of your company’s growth and help you celebrate it’s successes.
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Tax Preparation
Services

With today’s complex tax code, preparing your own tax return can often leave you with more questions than answers. We are prepared to help you navigate these difficult waters. Our goal is to make your life less taxing!
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Additional
Services

  • Catch up bookkeeping
  • Payroll
  • Quickbooks Training
  • Tax Planning
  • Sales Tax
  • Business Formation
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Testimonials

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Privacy Policy

The Bookkeeper Inc focuses on implementing fair information practices that are designed to protect your privacy.

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

The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:

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.

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.

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 advisor-client privilege.