About
We are a small firm that helps smaller businesses. We treat each client like there are a member of our family. We form fit our service to meet the clients needs, so there is no cookie cutter process here. We have been helping clients since 1981 when we firsted opened in Northwest AZ and then moving to PA in 2006. We have accounting and tax clients all over the U.S. We hold membership in the Nat'l Assoc. of Tax Prepares, Nat'l Society of Tax Pros and the American Institute of Professional Bookeepers.
Highlights
Reviews
Diane E.
Frequently asked questions
What is your typical process for working with a new customer?
To review the company set up, type of profession and how record keeping is done. Also, to check of tax filings ( Sales, Use, Payroll, etc.) Then figuire the best system to collect information from the client.
What education and/or training do you have that relates to your work?
Studied Accounting in school, then worked as an apprentice for an Accounting firm learning the trade and learning how to prepare tax returns. Then being hired and working for seven years for the same firm until I became a partner, then purchased the company myself.