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

“We’ve had the pleasure of working with Bucknam & Conley CPAs for our accounting, tax planning, and advisory needs, and the impact on our business has been outstanding. Their team doesn’t just prepare our taxes, they think strategically about our entire financial picture and help optimize our tax position throughout the year, not just at filing time. They also maintain our books and records, lead our annual audit process for several investment funds with 3rd party accounting firms, and provide best-in-class fractional CFO services. Their deep industry expertise and proactive planning have helped us identify opportunities that have materially benefited Evergreen’s profitability and growth.

What stands out most is their personalized service and responsiveness.  We always feel like we have trusted advisors in our corner, not just another vendor. Whether it’s complex multi-state tax matters, strategic planning discussions, or real-time responses to questions from Evergreen or our auditors, the team at Bucknam & Conley consistently delivers thoughtful, high-value guidance.

We highly recommend them to any business owner looking for more than just a CPA, but a true partner in your financial success.”

Greg Guido

Evergreen Property Partners, LLC

“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