Bullock Garner & Leslie CPA Firm Merritt Island FL

As your resource for accounting and tax services in Merritt Island, Florida, we realize that financial information can be very sensitive. AtBullock & Leslie Tax & Accounting CPA Firm we have a privacy policy to stand by.

We understand that handing over personal financial documents may be an uncomfortable process. We collect all types of documents including:

  • Information from interviews in regard to a client’s tax situation
  • Information on applications, organizers, or any other means like contact information, social security number, dependents, income as well as other financial concerned data.
  • Information from tax documents that are required to prepare tax return including W-2, 1099R, 1099-INT, 1900-DIV, stock transactions, and others.

Our firm does not disclose nonpublic personal information regarding our past or current clients, unless our clients themselves request it or as required by law. The access to client information is restricted to Bullock & Leslie Tax & Accounting employees, as client information is needed to provide financial services to our clients. We have several safeguards in place in order to protect your nonpublic personal information as a client of our firm. If you are seeking the professional services of a CPA Firm, please contact our office today.