Proactive Tax Planning for Business Owners & High-Income Earners

We Help You Legally Reduce Your Tax Bill and Keep More of What You Earn - With a Customized Tax Strategy, Not Just a Tax Return.

Stop Overpaying in Taxes. Start Building Wealth.

As a CPA with 20+ years helping successful entrepreneurs, I know you didn't build your business to hand over unnecessary profits to the IRS.

We specialize in three things that matter most to your bottom line:

Strategic Tax Planning

Proactive strategies that save our clients an average of $30,000+ annually

(not just filing returns)

Done-For-You Accounting

Clean, accurate books delivered monthly so you always know where you stand

Fractional CFO Advisory

High-level financial strategy without the high-cost

Who We Serve:

Built for Ambitious Entrepreneurs Who've Outgrown Their Current CPA

You're our ideal client if you:

Generate $500K - $5M in annual revenue

Know you're overpaying in taxes but don't know how to fix it

Need strategic financial guidance, not just a tax preparer

Want a proactive partner, not a reactive accountant

Are ready to optimize your finances for wealth building

Chase Eason & Associates, Inc. is licensed in NY and specializes in Accounting. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.

Sharon Eason, CPA

Advance Tax Strategist

Chase Eason & Associates understands that your privacy is important to you.

We are committed to protecting the privacy of your personally identifiable information as you use this website.

This Privacy Policy explains how we protect and use the information we gather from you.

By using this website, you consent to the terms described in the most recent version of this Privacy Policy.

You should also review our Terms of Use to understand the general rules about your use of this website and any additional terms that may apply when accessing certain services or materials.

“We,” “our,” and “us” refer to Chase Eason & Associates and its affiliates. “You,” “your,” “visitor,” or “user” refers to the individual accessing this website.

PERSONAL AND NON-PERSONAL INFORMATION

This Privacy Policy explains how we handle both personal and non-personal information.

WHAT IS NON-PERSONAL INFORMATION AND HOW IS IT COLLECTED AND USED?

Non-personal information is information that cannot identify you personally.

If you visit this website to browse information, such as details about our services, we may collect certain non-personal information from your web browser.

Because non-personal information cannot identify you, there are no restrictions on how we may use or share this information.

WHAT IS PERSONAL INFORMATION AND HOW IS IT COLLECTED?

Personal information identifies you as an individual and may include your name, mailing address, email address, telephone number, or fax number.

We may collect personal information in several ways, including:

• When you submit an application or online form
• When you conduct transactions with us or our affiliates
• When we collect information to support a transaction, such as payment information
• When you request information, purchase services, subscribe to updates, or participate in activities on our website

ARE COOKIES OR OTHER TECHNOLOGIES USED TO COLLECT PERSONAL INFORMATION?

Yes. We may use cookies and related technologies such as web beacons to collect information on our website.

A cookie is a text file placed on your computer by a web server. Cookies cannot run programs or deliver viruses to your device.

Cookies help improve your experience by remembering your preferences and information for future visits.

For example, if you register with us, cookies may help Chase Eason & Associates remember your information on subsequent visits, making it easier to use personalized features of the website.

We may also use web beacons to monitor website traffic, email engagement, and user navigation throughout the website.

Third-party vendors may also use cookies on our website to analyze anonymous visitor behavior and improve website functionality.

These third parties may use persistent cookies to improve user experience, manage website content, and track visitor activity. Any data shared externally is done on an anonymous and aggregated basis.

We may also work with third-party email service providers to improve communication effectiveness. Data collected by these providers on behalf of Chase Eason & Associates is used solely for our business purposes.

This Privacy Policy does not govern the use of information collected by third-party advertisers or websites linked from our site. We encourage you to review their privacy policies separately.

Most web browsers automatically accept cookies, but you may modify your browser settings to decline cookies if you prefer. Disabling cookies may affect certain website features.

HOW DOES CHASE EASON & ASSOCIATES USE PERSONAL INFORMATION?

We may use personal information collected from you to:

• Provide access to our website, products, or services
• Respond to inquiries and requests
• Process transactions and billing
• Provide customer support
• Send updates, newsletters, or promotional communications
• Conduct research and improve our services and website functionality
• Maintain internal records and analytics

We may combine personal information collected online with information from other sources.

We may also remove identifying details from personal information to create non-personal information for analytical purposes.

Additionally, we may use personal information to protect our rights, property, safety, or comply with legal obligations.

DOES CHASE EASON & ASSOCIATES SHARE PERSONAL INFORMATION WITH OTHERS?

We do not share personal information with unrelated third parties without your permission except as described in this Privacy Policy.

We may share information with service providers or vendors performing services on our behalf. These parties are only authorized to use your information for the services requested by us.

We do not sell or publish your personal information except in connection with a business transfer, merger, or acquisition.

Certain transactions may involve third-party providers such as payment processors or financial institutions. We encourage you to review their privacy policies as well.

We may disclose personal information if required by law, court order, subpoena, or legal process, or if necessary to protect our rights, safety, or property.

HOW IS PERSONAL INFORMATION USED FOR COMMUNICATIONS?

We may contact you periodically by email, phone, or mail regarding services, updates, educational content, or information we believe may interest you.

If you contact us through forms on the website, we may respond via email and include relevant information related to your inquiry.

While we use commercially reasonable security measures to protect your information, we cannot guarantee complete security against unauthorized access.

LINKS

This website may contain links to external websites that we believe may be useful or informative.

Chase Eason & Associates is not responsible for the privacy practices or content of third-party websites.

PUBLIC DISCUSSIONS

This website may offer public discussions, comments, or forums.

Any information posted publicly may be viewed and collected by others. Please avoid sharing sensitive personal information in public areas of the website.

Chase Eason & Associates is not responsible for information disclosed publicly by users.

HOW CAN USERS ACCESS, UPDATE, OR DELETE PERSONAL INFORMATION?

You may request access to, correction of, or deletion of your personal information submitted through this website.

You may also unsubscribe from communications at any time by following the instructions included in our emails or by contacting us directly.

For privacy-related inquiries, please contact us at:

[email protected]

CHILDREN’S PRIVACY

Chase Eason & Associates does not knowingly collect personal information from children under the age of 13.

If you believe a child under 13 has submitted personal information through this website, please contact us immediately.

CHANGES TO THIS PRIVACY POLICY

Chase Eason & Associates reserves the right to modify this Privacy Policy at any time.

Any updates will be posted on this page and, when appropriate, highlighted on the website homepage.

If you have questions regarding this Privacy Policy or our website practices, please contact us at:

[email protected]

Featured Newsletter

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Ready to Keep More of What You Earn?

Start With Tax Savings Assessment

Discover how much you could be saving with proper tax strategy.

Limited spots available - We only work with 50 clients to ensure premium service

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(866) 721-5356

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Ready to Keep More of What You Earn?

Start With Tax Savings Assessment

Discover how much you could be saving with proper tax strategy. Our complimentary assessment typically uncovers $30,000-$50,000 in missed deductions and savings opportunities.

© 2024 Chase Eason & Associates, Inc.


100 South Bedford Road, Suite 340, Mt. Kisco, New York 10549

(866) 721-5356