Legal Disclaimer:

The services and approaches listed within the Keiter website are for informational purposes only and are not to be construed as professional advice.

Communications sent to the firm via this website or via the Internet may not be secure and may be intercepted by other parties. Imparting this information does not constitute a client-accountant relationship nor does the transmission or receipt of any e-mail sent through this website constitute or create, in any way, a client-accountant relationship or a job application.

Further, regarding any services listed on the Keiter website, unless engaged specifically to perform the service (in writing, in a formal, signed engagement letter between the client and the Firm) it should not be construed that the service will be performed by the Firm. The Firm offers multiple levels of services to clients and client engagements will vary with regard to depth and level of each and every service as agreed prior to performing the services. A client should always refer to the signed engagement letter to understand the specific services the Firm agrees to provide and the scope of those services. Past results afford no guarantee of future results.

Other Disclosures

The content of this website is limited to the matters specifically addressed herein and is not intended to address other potential tax consequences or the potential application of tax penalties to this or any other matter. All written advice provided is based on reasonable factual and legal assumptions, exercises reasonable reliance, and uses reasonable efforts to identify and ascertain the facts relevant to the Federal tax matters.

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. We adhere to Virginia state laws and AICPA guidelines for collection and use of client information to protect your right to privacy.

Specifically, AICPA regulations prohibit CPAs from sharing or selling any contact information to a third party without written consent from you, the client.

We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. We mat collect information from you such as, but not limited to, your name, email address, mailing address, phone/fax numbers, payment information and employment information.

Any collected personal data will be used internally for communications including but not limited to, subscribed digital newsletters, relevant mailings and processing payments.

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 or authorized by you. 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. In all such situations, we stress the confidential nature of information being shared.

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.

Under the “Hosting Services” ethics interpretation in the AICPA’s Code of Professional Conduct (ET §1.295.143), CPA independence is impaired by taking responsibility for hosting a client’s data or records online or in the cloud. In keeping with AICPA Code of Professional Conduct requirements, Keiter does not store client financial information in the Keiter portal beyond one year of the upload date of the records.

We will continue to use the Keiter Portal for securely sharing documents during an engagement(s). We are dedicated to staying current with technology and data regulations to keep data secure now and in the future.

Keiter is committed to a diverse workforce that is inclusive of all vendors and suppliers. Our firm believes strongly in providing equal opportunities to all entities that provide goods and services regardless of company size, disability, location, national origin, race, religion, sex, sexual orientation, or veteran status. We welcome the acquisition of quality products and services from all businesses including small, ethnic minority owned, disability owned, veteran owned, and women owned.

Keiter looks forward to developing relationships with any organization that shares our commitment to quality and belief in equal opportunity.

In order to best serve you, we may disclose certain nonpublic personal information about our clients and former clients that we collect to our affiliates. Our affiliates will not disclose your nonpublic personal information obtained from Keiter to nonaffiliated third parties except as provided above.

You do not need to call, or do anything as a result of this notice. This notice is meant to inform you of how we use and safeguard your nonpublic personal financial information. You may wish to file this notice with your tax papers. Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.


Innsbrook Corporate Center
4401 Dominion Boulevard
Glen Allen, Virginia 23060
804-747-0000 or 804-273-6200 (phone)

804-747-3632 (fax)

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