About
We specialize in individuals and small business owners. Our CPAs have been CFOs in business as well as tax preparers. Their unique combination allows them to assist our business owners with understanding what their numbers mean and maximizing their tax benefits. We can work with clients without meeting them in person because of embracing technology that allows this. We have a secure client portal that makes this possible. Our goal is to keep your information safe and make your life easy.
We enjoy not only producing a product but cultivating long term relationships with our clients so that we are able to best serve them at whatever stage of their individual or business life they are in. Our CPAs, Human Resource Consultants and Risk Managers have been educating individuals and business owners for over 35 years.
Highlights
Specialties
Industry
Annual income
Accounting software
Accounting needs
Accounting for
Reviews
Toby J.
Phillip A.
Frequently asked questions
What is your typical process for working with a new customer?
We generally will have a complimentary consult with a new client to introduce ourselves and discover the specific needs our prospect has. This allows both parties to determine if this a good prospective relationship. We are open and honest about costs and our abilities as well as our expectations of the client to provide them with the most efficient, cost effective compliant service. This can be done with a scheduled conference call or an in person meeting at any of our locations.
What education and/or training do you have that relates to your work?
All of our CPAs have multiple years of experience and have obtained and are members of the AICPA and follow their compliance guidelines. Many hours of continuing education are a norm for them and they will surpass requirements to obtain the knowledge to provide the best assistance they can with new tax strategies and understanding of the ever changing tax laws.
Do you have a standard pricing system for your services? If so, please share the details here.
We have a foundational listing of our tax return, bookkeeping and payroll pricing that we use to assist us in quoting for a new client. However, we have price for our clients based on their particular needs. All clients are different and one size does not fit all. This is why we take the time to really figure out the needs and price accordingly and why you won’t see a menu of price per form or a large number for time. Our clients have found we are average pricing but they get much more than they do at other firms.