We offer personalized service with the utmost respect for our clients. Our goal is not to be your tax preparer but a part of your team, providing useful insight and guidance throughout the year. Your concerns become ours.
What's not to enjoy? Using the knowledge and insight we have garnered over the years, to assist each client with accounting issues, tax filing, tax planning, consulting and other insights. Accounting is a dynamic profession. Each client has their own unique issues that require resolution. Solving these issues is where we get our satisfaction and enjoyment.
The intake process will vary depending upon the nature of the service to be performed, howver, certain aspects are consistent. We meet with all new clients to learn about their needs and concerns and importantly, to determine we will be a good match. Discomfort with your financial service provider will affect the quality of the services they can provde you. We review historical data, make inquiries and expalin our processes and how we can assist the client in achieving their goals
I am a CPA, have an MBA and have been providing these services for over 35 years. I also perform peer reviews on other CPA firms, which is a licensig requirement we must meet every three years. Our staff consists of CPAs and Enrolled Agents with 7-10 years of experience and the requiste education.