Our Values

Whether you are an entrepreneur, working professional, retiree, or high net worth individual, we are professionals striving to be responsive to your needs with quality products, on-time and at great value. Our services are customized to what you need, when you need it, not the other way around. We pride ourselves on being short on slogans and long on hard work!

Professionalism

Experience matters and our goal is to help our clients make informed decisions. Plain language is the key. So much of what we do is complicated and difficult to understand, that the ability to explain complex items in easy to understand terminology sets us apart. A true expert doesn't talk over your head, but rather explains simply for all to understand.

Responsiveness

Our firm is responsive. Whether it is a phone call, e-mail, appointment, correspondence, financial statement, or tax return, we are accessible to you with prompt service.

Quality

Our firm's reputation reflects our high standards and internal quality control practices. Many accounting firms have back office staff that prepares the majority of the work for the client. Not here. The professional you know and regularly meet with will be intricately involved in your work. Having an experienced professional on the job inherently increases quality.

Timeliness

We don't just say it, we guarantee it. Each year we provide our clients with a cut-off date for receiving all tax information. If the information is in prior to that date, we guarantee a finished tax return before the filing date. We don't believe in undesirable or unwarranted extensions. If your information comes in after the cutoff date, we'll work together to determine an appropriate filing timeframe, including extensions.

Value

Because of our core belief that each professional should prepare the bulk of the work for his or her client, we have no back office staff working on your job. This virtually eliminates the largest source of overhead in a CPA firm. As a result, we are able to maintain highly-competitive fees, yet provide you with an exceptional product.


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