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Both Sides of Having an In-house CPA with Michael Henley and Chris Smith

Choosing the right partnership and how the client wins.

Topics:

business model, Chris Smith, collaboration, delivering value, in-house CPA, Michael Henley, planning software, tax software,

As a CPA firm, we also adhere to the AICPA's Code of Professional Conduct and the Statements on Standards for Tax Services (SSTS), which mandate the ethical and secure handling of all client information. Additionally, our team follows the recommendations of the Federal Trade Commission (FTC) regarding Gramm-Leach-Bliley Act (GLBA) compliance, ensuring that all nonpublic personal information (NPI) is protected. At Retirement Tax Services (RTS), we are committed to protecting your personal information and maintaining the confidentiality of your data. Our data security measures comply with the standards set by the Internal Revenue Service (IRS), including those outlined in Publication 4557: Safeguarding Taxpayer Data, ensuring that all sensitive information is securely stored and transmitted using encryption technology. If you have any questions regarding our data protection policies or security measures, please contact us at info@retirementtaxservices.com

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