About
We provide tax planning and compliance, accounting, audit and advisory services to individuals and businesses in diverse industries. Our attention to client service and relationships sets us apart. We recognize that the quality of the service, responsiveness, trust and relationship that we build with our clients is as important as the quality of the work product. We operate in a digital environment with qualified trained staff that enable us to deliver high quality CPA services at cost effective prices.
Highlights
Reviews
Burnadette Morton & T.
Chip G.
Frequently asked questions
What is your typical process for working with a new customer?
Our typical customer is an individual or business owner who can use experienced professionals to serve as trusted advisors to help them with their tax, accounting and advisory needs.
What education and/or training do you have that relates to your work?
Our team consists of professionals at all levels including certified public accountants, Masters of Taxation, Masters of Accounting, certified bookkeepers and more. We dedicate a significant amount of time and resources in professional education and training to ensure we are up to date with the latest tax law, regulations, professional standards, software, systems and techniques so that we can be effective and deliver maximum value for our clients.
Do you have a standard pricing system for your services? If so, please share the details here.
We evaluate all engagements to ensure our fees are competitive and cost effective to our clients. We offer fixed fee, retainer and time based billing customized to each client’s service needs.
What types of customers have you worked with?
We work with individuals (including working, retired, and high-net-worth individuals) and businesses in diverse industries, from real estate, professional service providers including law firms, medical practitioners and practices, architects and engineers, manufacturers, distributors, artists and entertainers, entrepreneurs and independent contractors, and more.
What advice would you give a customer looking to hire a pro in your area of expertise?
We recommend that you ask a lot of questions and speak with multiple providers before selecting a qualified CPA.