Principle Tax & Accounting
We are a full service CPA firm providing accounting, payroll and tax preparation services. We work with many start-ups, small businesses to help them with their accounting and tax needs. We also provide CFO services. We have a team of CPAs and Wealth Management professionals to service our clients.
Frequently asked questions
What is your typical process for working with a new customer?
We will meet with the prospective client to understand their needs and we will generate a proposal for the client with the fees. Once the prospective client agrees to our proposal, we will have the Engagement letter signed and get the client on-boarded/.
What education and/or training do you have that relates to your work?
CPA, Securities Licensed, Insurance Licensed