Privacy Policy

Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications, tax organizers, worksheets and other documents;
  • Information about your transactions with us, our affiliates, or others;
  • Information we receive from a consumer-reporting agency.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

If you have any questions about this policy, please do not hesitate to contact us.

What Our Clients Are Saying

“I have had the privilege of working with Melinda for over a decade in my various companies.  When I first met with Melinda, she set herself aside from many of the other CPAs I was considering by being prompt, professional, and showing her knowledge without betraying any client confidences.  She has done a great job for me with various engagements including personal taxes, partnerships, LLCs, and C and S corporations.  She has worked with my veterinary practices, non-profit entities, manufacturing business, and beekeeping supply distributor that has an e-comm site as well as a brick and mortar store.

Christopher J Cripps, DVM

Managing Partner of Betterbee, Humble Abodes, Saint Francis Veterinary Hospital, and Rooster Management

“As a technology company, we work hard to keep current with changing cyber security regulations and we were looking for an Accounting firm that did the same in their field. We found that with Bucknam and Conley.  They proactively research, are always on top of new regulations and keep us informed of anything that might affect our business. Of course they handle all of the traditional CPA functions like our taxes, but we were looking for more and we found our partner with Bucknam and Conley! We are customers for life and highly recommend them to anyone, especially those that value staying current with a growing business.”

Jim Lapointe - President

Colden Company Inc (Offices in FL, NY and MI)

“Carissa has been my personal and professional accountant for the past 15 years.  I am difficult.  Carissa’s professionalism and dedication to details keeps things moving.  I can’t imagine going through the tax process every year without her.  Thank you Carissa!”

Edward Bogdan

Bogdan Lasky, LLC