We are dedicated to bringing our clients the level of expertise required to support their individual needs and to helping them reach their financial, business, and personal goals
We build relationships with our clients that go beyond the first 4 months of the year. We do this by working with them as they make decisions throughout the year, taking into account how those decisions will affect them on their year end tax return.
Who we are and what we do ….
We are not a tax preparation firm – Sure, we prepare Tax Returns, but that’s not Who We Are … We are your Trusted Advisor at all stages of your life! Anyone can put numbers on a form, the real service we provide is helping you determine how the day to day decisions you make will affect your tax situation this year and in the future.
Good accounting is essential to build and manage a thriving business.
We believe that all of our clients should be in control of as much of their bookkeeping as they want to be, so we provide multiple cost-effective QuickBooks training alternatives to our clients and their staff members. At the same time, we also realize that many of our clients don’t have someone in house to perform these functions, so we also provide payroll and bookkeeping services to our clients who want to outsource those accounting functions.
We believe in taking a very proactive approach with our clients to help make them aware of potential opportunities or pitfalls that may exist, rather than dealing with things after the fact. We believe in working with our clients’ attorneys, investment brokers, insurance agents, and other professional contacts to provide unified solutions.