Frazier & Deeter, LLC

Peer Review Report PDF

Notice of Our Privacy Policy

In the course of doing business with Frazier & Deeter, LLC, with F&D Advisors, LLC, or both (collectively the "Firms"), you share non-public personal and financial information with us. We treat this information as confidential and recognize the importance of protecting you from unauthorized uses of your personal information. We are committed to maintaining the privacy and confidentiality of your information. Accordingly, we have adopted a privacy policy in accordance with federal regulations.

We collect personal information that you provide to us on our application or forms, and through information we obtain over the course of your business relationship with the Firms. The information may include name, address, phone numbers, e-mail address, Social Security number, names of family members, assets, account balances, investments and current or prior tax information and other information. We may also collect information from consumer reporting agencies.

We do not sell your personal information to any third parties. We do not disclose your personal information to third parties unless:

You have given us authorization to disclose the information
It is necessary to process a transaction or service your account(s), or
As otherwise required or permitted by law.

We may share your personal information among the Firms. The Firms may share information when necessary to provide services or to offer you products or services, which best meet your needs. We may also share your personal information with companies that perform or may perform services for your account, including financial institutions, investment companies, and insurance companies.

We maintain physical, electronic, and procedural safeguards to protect your personal information. The Firms limit access to your personal information to those employees who need to know the information in order to provide you with appropriate services. Our Code of Ethics, which applies to all employees, restricts the use of personal non-public information and requires that it be held in strict confidence.

Our Qualifications

The firm is registered with the Public Company Accounting and Oversight Board (PCAOB) to better serve the growing needs of our clients. We are also proud to report that Frazier & Deeter, LLC has consistently received an unmodified opinion from our peer review, which is the highest rating given by the American Institute of Certified Public Accountants. This is an independent evaluation by a group of specially trained CPAs from an outside firm. It is important to know that the size of a CPA firm is not an indicator of the quality of its services as peer review standards are exactly the same for both large and small firms. A copy of our firm's latest report is available for review.

Our Position on Outsourcing and Objectivity

Through the years our service offering have expanded from those of a typical accounting firm. Because the current focus on corporate governance has transformed the landscape in which accounting firms operate, we work to keep abreast of these changes and advise clients on issues relating to objectivity. We frequently service clients in the full capacity, providing tax, audit, and consulting services, but also managed partial projects where governance has proscribed impartiality or our client wishes to have separate service providers.

In order to protect your privacy, our firm does not outsource any of its accounting work, whether local, regional, or of international basis. Many of the other national and large local firms in this market cannot say the same. This ensures that your accounts are worked on by the professionals appointed to your engagement and that the full integrity of the issues impacting your organization is maintained.

IRS Circular 230 Notice

To ensure compliance with IRS requirements, we inform you that any U.S. federal tax advice contained in this website (including any attachments or directed links) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.

Please be assured that this notice does not reflect any decrease in the quality of services or the amount of thought we put into our client interactions.

In order to protect your privacy, our firm does not outsource any of its accounting work, whether local, regional, or of international basis.