Strengthening Our Commitment to Your Success & Security

"Our Client's Success is Our Success." This guiding principle shapes everything we do at Porter & Company. We are committed to continuously improving the way we serve you—not only through expert accounting and tax services but also by ensuring your financial data is safeguarded at the highest level.

A Commitment to Serving You Better

Over the past few years, we have made significant investments to enhance your experience, particularly in our Accounting Department and IT security infrastructure.

· We now have a dedicated Client Accounting Services team led by Melissa, with four specialists focused exclusively on accounting. This allows our tax professionals to dedicate their expertise entirely to your tax strategy and compliance, ensuring you receive the highest level of service in both areas.

· We’ve made major improvements to our cybersecurity because we understand that we hold more sensitive financial data than any vendor you work with—from Social Security numbers and birthdates to account numbers, even your VIN for your electric vehicle tax credit. Because of this, we take cybersecurity extremely seriously.

· We work with a trusted third-party IT provider that implements state-of-the-art security protocols, including encrypted storage, secure servers, and multi-factor authentication, to keep your data protected at all times.

We’ve seen firsthand how devastating data breaches at other firms have been for new clients coming to us after their information was compromised. We refuse to let that happen to you. Protecting your trust—and your financial security—is our highest priority.

Why our Pricing is Changing

For years, we’ve deeply discounted our accounting fees, which required us to take on more clients just to make up the margin. While we’ve done our best to absorb these costs, it has ultimately meant less time devoted to the clients we care about most—you.

To continue providing the level of service and security you deserve, we are adjusting our pricing to reflect the true value of our expertise, time, and the investments we’ve made in both your financial success and data protection.

What This Means for You

Effective June 1, 2025, we will be updating our pricing structure. This change ensures that we can continue offering: ✔ Unmatched Accounting & Financial Management with dedicated experts ✔ Stronger cybersecurity protections for your most sensitive financial data ✔ More time and attention to focus on helping you succeed

Next Steps

On Monday March 31st, you will be receiving a detailed outline of our engagement letter as it relates to your accounting matters. This will provide greater clarity on the scope of services and how we continue to support your financial success.

As always, we are here to answer any questions you have. Thank you for your trust and partnership—we look forward to continuing to serve you with excellence.

After we send the engagmenet letter , we will be happy to schedule a time to discuss any questions you may have.

Your Success. Your Security. Our Priority.

Warm regards,

Vince

Porter & Company CPAs