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

“Working with Bucknam and Conley as our CPA’s has proven to be invaluable.  The depth of insight, strategy, and thought they have brought to the table has been unparalleled.  Whether it’s how to structure an acquisition, strategic development of a part of our business, helping us spot trends, or good old tax planning their dedication to our success in each endeavor leaves us feeling more like a partner than a client.”

Tom Jaeger - CEO

Packet Tide - Software Company

“Ever since I started working with the Bucknam & Conley team, my tax seasons have been completely stress-free. Beyond that, I’ve been able to navigate complex business and personal decisions with confidence, knowing I’m on the path to the best possible tax outcome. The team is proactive, informative, and attentive to every detail. I truly appreciate how knowledgeable and approachable everyone is.”

Steven Davis

Illumidata, LLC

“Melinda has been the accountant for my company for almost 15 years. Her guidance and support has helped me manage my business successfully during a variety of challenges. Melinda is exceptional in her skill as a CPA but beyond that she is patient, kind and responsive when I need it most.”

Dr. Erin Christopher-Sisk - President

ECS Psychological Services, P.C. and co-founder of Therapeutic Horses of Saratoga, Inc.