Important website information.

Public contact forms

Use the website contact form only for general inquiries. Do not submit Social Security numbers, full tax returns, bank account details, passwords, or other highly sensitive personal or financial information through the form.

Secure documents

Active clients should use the client portal after access has been provided for document exchange. The firm may provide additional instructions directly when secure information is needed.

Website information

Information on this website is provided for general informational purposes and is not tax, accounting, legal, or financial advice for any particular situation. Professional guidance depends on the facts and circumstances involved.

No professional relationship

Submitting a form, sending an email, or viewing this website does not create a client relationship. Do not act on information from this site without discussing your circumstances with a qualified professional.

Contact

For questions about this website or your information, contact Samuel H. Boscan, CPA at shboscan@gmail.com or 801-703-1648.