Privacy Policy

Heintzelman Accounting has the expertise necessary for a smooth, efficient, and painless tax preparation experience.

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Like all providers of personal financial services, tax professionals are required by law to inform clients of their policies regarding the privacy of client information. Our firm continues to adhere to professional standards of confidentiality that are even more stringent than those required by law. We have always protected the security and privacy of your personal and financial information.

Types of Nonpublic Personal Information We Collect

The only nonpublic personal information we collect is provided to us by you or obtained with your authorization. Any information that is publically available, such as telephone numbers and court records, is not included in this policy. 

Parties to Whom We Disclose Information

We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures may include providing information to our employees, or, in limited situations, to unrelated third parties who need that information to assist us in serving you. In every situation, we stress the confidential nature of the information being shared.

Protecting the Confidentiality and Security of Clients’ Information

We retain records relating to our professional services to serve your needs better and, in some cases, to comply with professional guidelines. In order to protect your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

How Our Firm Uses Your Personal Data

Your personal data is used to provide the services (tax preparation, bookkeeping, payroll) you engaged our firm to perform.

Personal data such as emails may be used to send financial and tax tips, updates, and tax and business-related news and announcements.

Personal data such as mailing addresses may be used to mail tax tips, updates, and tax and business-related news and announcements.

Personal data such as emails and mailing addresses may be used to communicate firm updates and procedural instructions. 

Personal data may be used to notify clients of potential tax planning opportunities. 

Banking information is used to submit previously authorized requests by our clients for direct deposit of tax refunds and/or to transmit requests for direct debit of tax-due payments.

Banking information is used to process authorized payments on invoices for our firm’s services.

Our firm shares information with authorized third-party applications that assist us in providing services to our clients. Examples of these applications include but are not limited to tax preparation software, form builders, scheduling applications, and marketing databases. 

{"We began working with Heintzelman Accounting almost four years ago when they were brought on to help us with monthly bookkeeping. Since then, they have become a true partner and the accounting arm to my firm. They assist us with QuickBooks (QBO) training and support, monthly ledger, asset management and financial statement preparation, payroll, including tax filings for 3 states, end of year tax preparation, as well as cash flow projects and forecasting. What makes them truly unique and exceptional is their ability to work under our deadlines, getting us what we need, when we need it."
5
Christina Feeney, Chief Executive Officer
The Feeney Law Firm LLC
{Heintzelman Accounting Services has been involved with DeWitt Packaging since its inception more than 20 years ago. Their experience, expertise and knowledge have been invaluable to us. Even though they have been an independent accounting firm throughout our relationship, we consider them outstanding members of the DeWitt Packaging team.
5
Jim Baker, President/Owner
DeWitt Packaging Corporation
{Community Bankers of Michigan has retained the services of Heintzelman Accounting for more than 20 years. With a small staff, we rely heavily on the team at Heintzelman Accounting. They understand our business and are responsive and innovative in terms of the services that they offer.  Gives us great peace of mind knowing that we can count on their knowledge and expertise and that they’ve got our backs when challenges arise.  Over the years, we have confidently turned over several functions to Heintzelman Accounting to free up our staff from daily work that is much more sensible to outsource. Their friendly and cost-effective service is helping our association grow, expand and prioritize our energies and resources in different ways. I highly recommend this firm and enjoy working with them!
5
Michael J Tierney, President
Community Bankers of Michigan
{It is my good fortune that I was introduced to Heintzelman Accounting Services Inc. to provide professional accounting services to my company. Kathy and her staff are talented, hardworking individuals, which has made working with them a pleasure. Their QuickBooks training is easily tailored to a business’s needs and extremely affordable. They definitely provide excellent client services. I absolutely recommend Heintzelman Accounting Services to anyone that is considering their service.
5
Catherine Behrenbrinker, President
Symplicity Communications, Inc.
{Kathy and her team do an excellent job. They have provided great service to my clients and cleared up complex financial issues for them. They are timely, professional, responsive, and willing to assist entrepreneurs in understanding their financial statements. They stay on the cutting edge and provide proven, practical advice. They are very easy to approach and understand the challenges many business owners face.
5
Rhoda Kreuzer, President
Partners In Action, Inc.
{During 2014 our quickly growing West Michigan specialty food manufacturing company needed to transition from our out-of-state CPA firm to a local accounting firm. Heintzelman Accounting came highly recommended and their dedicated team did not disappoint. HAS handles all of our bookkeeping, accounting, payroll, and tax needs leaving us time to focus on our passion - creating new, innovative flavors. We were excited to find a firm that provides the flexibility and variety of services that we needed and always meets timelines in thorough detail. The staff of HAS is friendly and has a positive attitude which creates a pleasant accounting firm to work with. It is a testament to the great work culture at Heintzelman Accounting Services.
5
Steve Stallard, President
BLiS, LLC

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