Policy and Ethics

Our commitment

SDA CPA Group is committed to acting with integrity, professionalism, and transparency in every relationship — with clients, employees, vendors, regulators, and the broader public.

Professional standards

Our CPAs and other licensed professionals are bound by the AICPA Code of Professional Conduct and applicable state board rules. We meet or exceed the continuing professional education requirements for our licenses and certifications.

Conflicts of interest

We disclose any actual or potential conflicts of interest before accepting an engagement that may be affected. If a conflict arises during a relationship, we communicate openly and act in good faith to resolve it.

Confidentiality

Client information is confidential. We do not share information about a client’s business with another client or with anyone outside the firm except as required by law, expressly authorized by the client, or necessary to deliver the services they’ve engaged us for.

Honest communication

We will tell you when we don’t know something. We will tell you when you don’t need a service we offer. We will tell you when we’re not the right firm for your situation. The goal is your long-term success, not our short-term billing.

Accountability

If we make a mistake, we acknowledge it, fix it, and explain what we’re doing to keep it from happening again. We take complaints seriously and respond promptly.

Contact

Concerns about this policy, or any aspect of our conduct? Email info@sdacpa.com or call 770-392-1113.