Johanna Fox CPA, Inc. :: (270) 247-6087

Policy

Our Policy

CPA Firm = Financial Physician.
On behalf of the team of Johanna Fox, CPA, Inc., we thank you for your consideration in engaging our services. Past experience has taught us that both parties need to be in agreement to have a successful relationship. In order to evaluate the level and types of services you require, we have designed a questionnaire (on our Downloads page) for both individual and business relationships to aid our analysis and determination as to your needs, wants and to our mutual compatibility. Consider us your Financial Physician; like your doctor, the more we know about you, the better we can serve you. Naturally, you can be assured that everything you disclose to our office will be held in the strictest of confidence.

Free Initial Consultation .
There is no charge for your initial consultation; we view our meeting as critical to mutually determining the potential of a positive relationship. Although the questionnaire and subsequent free initial interview are two of the tools we use in making an assessment, please be assured that there are no correct or "right" answers to these questions. The straightforward fact is that due to the unique makeup of our firm and the goals we set to accomplish for our clients, not all prospects fit the profile that enables us to provide the services required.

Maximizing Long-Term Value.
Inasmuch as we are interviewing you as to your qualifications, we highly recommend that you interview us in your initial consultation. Over the years, we have come to accept that although our firm's approach to accounting, tax and advisory services is unique, we are not the best solution for all prospects. Long-term value is only maximized when the clients' wants, needs, personality, and financial condition synergistically connects with ours.

Our Pricing Policy - Fixed Price Agreements.
We do not price our services by the hour. Instead, we sit down and discuss the scope of services we will provide in advance and prepare a Fixed Price Agreement with you. We believe that the true value is determined by each party. No two relationships are equivalent; therefore, no two engagements will have the same price and terms. Accordingly, comparison between your needs and wants with those of your acquaintances generally does not produce valid information. Just as much as your relationship is confidential between you and our firm, we cannot discuss the terms and conditions of your friends and acquaintances that may happen to have relationships with our firm as well. We have found - as have our clients - that Fixed Price Agreements keep us accountable to you all year long, and everyone benefits from the relationship that ensues.

Satisfaction Guarantee
We absolutely, positively guarantee your complete satisfaction with our services or your tax preparation is on us...
We'll even throw in dinner and a movie for two!

Internet Privacy Policy

JOHANNA FOX, CPA, INC. collects personal information voluntarily submitted by our users only.

The information we collect from visitor registration forms is used exclusively by JOHANNA FOX, CPA, INC. to improve our services to clients and visitors.

The information you provide also allows us to inform you about updates to the service and to notify you of important tax and business information. We do not share your information with any third party. In every e-mail we send, it is also our policy to have instructions on how to unsubscribe so that you will not receive future e-mails.

JOHANNA FOX, CPA, INC. uses reasonable precautions to keep the personal information disclosed to us secure.

However, JOHANNA FOX, CPA, INC. also links to a wide variety of other sites. We are not responsible for their privacy policies or how they handle information about their users.

If at any time you believe that our site has not adhered to these principles, please notify JOHANNA FOX CPA, INC. by e-mail at staff@jfoxcpa.com and we will use all reasonable efforts to promptly determine and correct the problem.

General Privacy Policy

CPAs, like all providers of personal financial services, are now required by 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 permission.

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.

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.