Learned Tax & Financial Services, Inc periodically issues articles and other information to keep its clients and friends generally informed about tax cases, issues, and new developments of interest in the tax community. All information provided is of a general nature, may not reflect the most recent developments in the tax arena, is not legal advice or a solicitation for services therefor, is not a substitute for legal advice pertaining to a specific tax situation, and should not be acted on by readers without obtaining advice from legal or other professional counsel applicable to a particular set of facts.

Learned Tax & Financial Services, Inc is a for-profit corporation. Its professionals are licensed as indicated in their individual profiles. This website is neither an advertisement, nor a solicitation of business in any state where such use of this website may not comply with that state's advertisment or ethical rules. Although Learned Tax & Financial Services, Inc attempts to keep all information and material on this website current and accurate, Learned Tax & Financial Services, Inc does not accept any liability for any damages incurred by reliance on or use of this information and material, and the reader is urged to contact appropriate legal or other professional advice directly for any such information or material.

Please contact us if you are interested in potential tax or business advisory engagements. Please note, however, that despite appropriate electronic precautions, no e-mail or other form of electronic transmission of information can be completely protected against disclosure to someone other than your intended recipient. Learned Tax & Financial Services, Inc makes no representation that e-mail sent to us will be entirely private. In any event, please do not send any information that you deem to be confidential to the us unless and until you have established a client relationship with us. No such relationship is established until both you and Learned Tax & Financial Services agree to establish one, and neither transmission of information to us, nor our receipt of such information, constitutes an agreement to establish a client relationship.

However, if you would like to discuss a potential tax or business advisory engagement by Learned Tax & Financial Services, Inc by way of e-mail, please direct your inquiry to information@learnedtax.com. Please provide your name, address, and phone number, a brief description of the general nature of services you are interested in. Please also let us know how you heard about us, and the name(s) of anyone who referred you to us.

Except where otherwise indicated, this website is the property of Learned Tax & Financial Services, Inc.

Privacy Policy

CPAs, like all providers of personal and business financial services, are required by Federal law to inform their clients of their policies regarding privacy of client information. CPAs 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.

Types of Nonpublic Personal Information We Collect:
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

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. Permitted disclosures include, for instance, 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 situations, 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 are very important to us.


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