Allen Pritchett and Bassett, LLP

The origin of Allen Pritchett & Bassett, LLP was set in December, 1968, by Jimmy Allen. We are currently one of the larger CPA firms in the South Georgia area, with over 30 members on our team. We have built a stellar team which offers outstanding services to our clients. The team at APB is a diverse one, comprised of highly educated and experienced accountants and business consultants. All team members strive to assist our clients with their business development programs.

Our team is unique in that we have many team members who have received specialized certifications in the areas of business valuation, estate planning, financial planning, and healthcare. We also have team members with diverse skills in the areas of professional service organizations, agriculture, construction, retail, fast foods, nonprofits, and more.

All the members of our team are ready to support your company with any business task from accounting services and strategic marketing, to team training and technology implementation.

Allen Pritchett & Bassett, LLP, is a member of the American Institute of Certified Public Accountants (AICPA). The firm as well as several members are licensed to practice in Georgia, Florida and South Carolina.

Professional Standards

All of the CPAs at APB are members of the AICPA. The AICPA has some of the highest standards of any professional organization and a few of these include:

Ethics

The preamble to the AICPA’s Code reads:

By accepting membership in the American Society of Certified Public Accountants, a certified public accountant assumes an obligation of self-discipline above and beyond the requirements of laws and regulations.

The Principles of the Code of Professional Conduct of the American Institute of Certified Public Accountants express the professions’ recognition of its responsibilities to the public, to clients, and to colleagues. They guide members in the performance of their professional responsibilities and express the basic tents of ethical and professional conduct. The Principles call for an unswerving commitment to honorable behavior, even at the sacrifice of personal advantage.

Integrity & Objectivity

The AICPA states:

In the performance of any professional service, a member shall maintain objectivity and integrity, shall be free of conflicts of interest, and shall not knowingly misrepresent facts or subordinate his or her judgment to others.

Privacy

Protection of a client’s privacy policy becomes more important as each day passes. Several years ago, APB adopted the following privacy policy:

Congress has passed major changes to the laws that govern the financial services industry, including those designed to safeguard individual privacy. All providers of personal financial services, including CPAs, are now required by law to inform their clients of their policies regarding privacy of client financial information. We recognize that an individual’s financial matters are extremely private and sensitive in nature. These new laws and regulations, combined with our long-standing firm policies and professional standards of confidentiality enable us to protect your privacy and at the same time, provide you with a board range of high quality services.

Allen Pritchett & Bassett, LLP and its affiliate, APB Wealthcare Advisors, LLP, are dedicated to serving our clients with the utmost efficiency and convenience. Each company has specific areas of expertise, but they work in cooperation to fulfill our clients’ overall financial needs. We collect only the information that is required to provide you with the highest quality professional services or that we are required to collect by law and regulation. We maintain strict security procedures to protect the information that we collect.

We collect nonpublic personal information about you from the following sources: information that is provided to us by you, obtained by us with your authorization, and information about your transactions with us, our affiliates, or others.

We maintain both physical and electronic safeguards in accordance with federal law and regulatory standards. For current and formal 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 all such situations, we stress the confidential nature of information being shared.

Our clients clearly benefit from information shared within Allen Pritchett & Bassett, LLP and our affiliate, APB Wealthcare Advisors, LLP. We believe that it is important to have the ability to share this information, but only if and when necessary. This type of information sharing about your accounts enables us to serve you more effectively, and also makes it easier and more efficient for you to do business with us. If you do not want us to share information about you within our corporate family please notify us.

Protecting your privacy is an ongoing process. As technology continues to advance, we will continue to evaluate our security standards and procedures in order to protect your information with the best available means. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.

Records Retention Policy

APB will maintain copies of certain pertinent records associated with our professional engagements. Our engagement letter will set for the terms of our records retention policy. Our general standard is 7 years from due date of the engagement.