This website and our blogs are for informational purposes only and do not constitute accounting or legal advice.

Past results afford no guarantee of future results. Every situation is different and must be judged on its own merits. Before acting on any information you read here, you should speak with a professional whom you engage to understand your unique circumstances and advise you accordingly.

Messages sent to the firm and its employees via this website or via the Internet may not be secure and may be intercepted by other parties. Messages sent via this website, via comments on our articles or blogs, or via e-mail will not constitute or create a client-advisor relationship. An engagement may only be confirmed through a written agreement with us.

Regarding the services listed on this website, never construe that any particular service will be provided by the firm unless the service is specifically defined in a formal, signed agreement letter between the a client and the firm. Because the firm offers varying levels of services to clients, each engagement (even with the same client) will vary with regard to number and depth of services included. Always refer to the signed engagement letter to understand the specific services the firm agrees to provide and the exact scope of those services.

Certain links on this site lead to servers maintained by individuals or organizations over which we have no control. KCoe Isom, LLP makes no representations or warranties regarding the accuracy or any other aspect of the information located on such servers.

Unless otherwise noted, all information on this website is the property of KCoe Isom, LLP. Unauthorized use will be subject to legal action.



As a visitor to this website, you agree to indemnify KCoe Isom, LLP and its officers, directors, employees, agents, distributors, and affiliates from and against any and all third party claims, demands, liabilities, costs, or expenses, including reasonable attorney’s fees that arise from your use or misuse of this site.

IRS Circular 230 Notice

To the extent this website or files available within it concern tax matters, our information is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law or in promoting, marketing, or recommending to another party any transaction or matter addressed.

Types of Nonpublic Personal Information We Collect

KCoe Isom, LLP collects nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization.

Disclosures to Nonaffiliated Parties

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 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.

Protecting the Confidentiality and Security of Current and Former Client Information

KCoe Isom, LLP retains 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.

Article, News, and Blog Authors

The views expressed by authors of our articles and blog posts, including employees and outside guest authors, are the opinions of the individual author, and do not represent the opinions or views of KCoe Isom, LLP. The content of our website is never to be construed as specific accounting, financial, or legal advice.


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. Please call if you have any questions about your privacy, your rights, or our professional ethics.