“I have worked with the team at Stortz & Associates for more years than I can count, personally and professionally. I am always delighted with the friendly folks and their guidance. As a business owner, I'm smart enough to know that there are many areas where I cannot be an expert. In that regard, I trust Dave and his team to steer me in the right direction with accounting and taxes. I'd recommend the firm without reservation.” –Donna Hosfeld, AIC CPIW, InsuranceChix.com
Celebrating 37 Years

policies

Stortz & Associates is a certified public accounting firm located in Emmaus, Pennsylvania. Stortz & Associates’ website is limited to the dissemination of general information pertaining to its various services, together with access to additional information, publications, and links. Accordingly, the publication of Stortz & Associate’s website on the Internet should not be construed by any consumer, client or prospective client as Stortz & Associates’ solicitation to provide, or attempt to provide personalized advice over the Internet. Stortz & Associates does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Stortz & Associates’ website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Certain portions of Stortz & Associates’ website (i.e.newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Stortz & Associates (and those of other professionals) analyses, positions and/or recommendations as of a specific prior date. Due to various factors, such discussion may no longer be reflective of current analyses, position(s) and/or recommendation(s). Moreover, no consumer, client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Stortz & Associates, or from any other professional advisor. Stortz & Associates is neither an investment adviser nor attorney, and no portion of the website content should be interpreted as legal or investment advice.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Stortz & Associates website, to release and hold harmless Stortz & Associates, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Stortz & Associates.

Stortz & Associates PRIVACY POLICY

Trust is important in our relationship. It is important that you know, as a client of Stortz & Associates, we value and respect your right to privacy. 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.

Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

Parties to Whom We Disclose Information

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. 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 such situations, we stress the confidential nature of information being shared.

Protecting the Confidentiality and Security of Current and Former Clients’ Information

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.