Remote | Nationwide
Since 2008
FPG-USA
CFO Advisory, Bookkeeping & Accounting
“Cleaner Books. Smarter Strategy. Stronger Profits.”
Certified QuickBooks ProAdvisor – Advanced, Payroll, Tax, and Time Certified | Gold-Level Firm
Why We Don’t Publish Testimonials
Why We Don’t Publish Testimonials
At FPG-USA, confidentiality and integrity are not marketing tactics—they are professional and legal obligations.
Our firm provides bookkeeping, accounting, tax preparation, forensic cleanup, and CFO advisory services. These services involve highly sensitive financial data, tax matters, and strategic business decisions. For this reason, we do not publish client testimonials, reviews, or case studies—ever.
Doing so could risk client privacy, violate federal guidelines, and create marketing claims that are neither provable nor appropriate in the financial industry.
Beyond compliance, we also believe it is intellectually dishonest to ask the public to trust anonymous, unverifiable statements. Social media and websites are filled with testimonials attributed to “first name, last initial” stories making extraordinary claims—without evidence, context, or documentation.
At FPG-USA, we respect our clients and prospective clients too much to play that game. We choose transparency and professional ethics over marketing hype.
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🔒 1️⃣ Client Confidentiality First
🛡️ 2️⃣ Legal and Ethical Non-Disclosure Agreements (NDAs)
⚖️ 3️⃣ IRS Taxpayer Right to Confidentiality
📜 4️⃣ IRS Regulations: IRC §7216 & Circular 230
🔐 5️⃣ Written Information Security Plan (WISP)
🖥️ 6️⃣ Federal Tax Information (FTI) Handling Standards
📶 7️⃣ Secure Web Portal and Mobile Device Policies
📴 8️⃣ Social Media and Review Restrictions
🚫 9️⃣ FTC Final Rule: 16 CFR Part 465—Use of Consumer Reviews
🔍 🔟 Ethical Marketing: No Unverifiable or Anecdotal Claims
🚀 Let’s Discuss Your Needs—Privately and Securely
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🔒 1️⃣ Client Confidentiality First
Our clients trust us with sensitive financial, tax, and forensic matters. Publishing testimonials or “success stories” could inadvertently reveal private details about business conditions, tax positions, or compliance matters—even if names are removed.
🛡️ 2️⃣ Legal and Ethical Non-Disclosure Agreements (NDAs)
All of our client engagements include non-disclosure clauses (NDAs). These agreements prohibit the sharing of client-specific outcomes or experiences, protecting client identities and financial details from public exposure.
⚖️ 3️⃣ IRS Taxpayer Right to Confidentiality
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The IRS Taxpayer Bill of Rights guarantees every taxpayer the right to confidentiality.
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Your tax and financial information cannot be disclosed to third parties without your specific consent or legal authorization.
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At FPG-USA, we extend this protection to all services, including bookkeeping, CFO advisory, and tax consulting.
📜 4️⃣ IRS Regulations: IRC §7216 & Circular 230
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Under IRC §7216 and IRS Circular 230, tax professionals:
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Cannot use client data to solicit additional services without explicit written consent
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Must handle all financial and tax-related information under strict confidentiality
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Publishing client results—even anonymously—could violate these federal regulations.
🔐 5️⃣ Written Information Security Plan (WISP)
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Federal law requires professional tax preparers to maintain a Written Information Security Plan (WISP).
Our WISP governs:-
Data encryption and secure storage
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Employee access controls and internal protocols
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Incident response planning and cybersecurity audits
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This reinforces our policy of not sharing client experiences or marketing financial outcomes.
🖥️ 6️⃣ Federal Tax Information (FTI) Handling Standards
When handling Federal Tax Information (FTI), the IRS requires additional precautions:
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Physical security controls and locked storage for printed materials
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Access logs for any FTI handling
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Restricted sharing and secure retention procedures
These standards further justify our no-testimonials policy—client experiences are protected at the highest level.
📶 7️⃣ Secure Web Portal and Mobile Device Policies
We use multi-layer security systems for client data, including:
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End-to-end encryption (HTTPS)
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Two-factor authentication (2FA)
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Mobile Device Management (MDM)
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Annual risk assessments and access audits
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Disabling features like Bluetooth when not in use
📴 8️⃣ Social Media and Review Restrictions
The IRS strictly prohibits sharing Federal Tax Information through:
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Social media
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Public forums
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Collaboration tools
FPG-USA never shares client results or financial matters via social media, reviews, or endorsements.
🚫 9️⃣ FTC Final Rule: 16 CFR Part 465—Use of Consumer Reviews
In 2024, the Federal Trade Commission (FTC) issued new regulations governing:
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Fake or paid reviews (prohibited)
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Undisclosed insider endorsements (prohibited)
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Selective suppression of negative feedback (prohibited)
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Artificial social media influence (prohibited)
By refusing to publish testimonials, FPG-USA avoids potential violations of FTC rules while maintaining ethical transparency.
🔍 🔟 Ethical Marketing: No Unverifiable or Anecdotal Claims
In financial and professional services, testimonial marketing is rarely verifiable. Client outcomes vary based on unique facts, and no firm should imply that future clients will experience similar results.
At FPG-USA:
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We do not make claims we cannot document and prove.
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We believe it is unethical to promote anecdotal success stories without full context and evidence—doing so misleads the public.
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Our reputation is built on documented credentials, certifications, and courtroom-proven expertise—not on unverified marketing statements.
🚀 Let’s Discuss Your Needs—Privately and Securely
If you’re considering working with FPG-USA, let’s have a confidential consultation—no public disclosures, no sales hype, and no marketing claims.
👉Schedule a Confidential Consultation.