Why should you work with us?
Our firm realizes there are many choices for our services. However, we believe your experience with us will be what sets us apart. We truly care about your success. Our firm understands that we are only as good as our last project. We are constantly striving to be more knowledgeable, more efficient, more timely and more valuable to you.
We know we cannot provide all of the services you require. In these cases, we have other attorneys, brokers, bankers, insurance agents and even CPA’s, who we can consult with or refer as needed. Our firm is one piece of your advisory team. We are willing to work with the rest of your team to craft an overall plan that is the best for you.
We know that you trust us with valuable information. We work diligently to protect this information and keep it secure. Our trust is paramount to how successful we are and building a long-term relationship with you.
Why and when clients and companies might use us
- Growing companies with tax and accounting needs. We can help them focus on running their business by providing scalable bookkeeping or accounting solutions, consulting and advisory services and tax compliance and planning.
- Year-end tax compliance and periodic tax planning to avoid tax surprises
- Current clients of regional CPA firms who feel that firm has outgrown them and they as the client are not getting the personal attention they desire or feel that the hourly fees are too high.
- Individuals that need to file an annual 1040. Typically these returns involve more than just a few W-2’s. Areas of complexity would be self employment, itemized deductions, college tuition credits, rental properties, retirement income, partnership or S-corporation income, to name a few.
- Lost a key accounting employee and are in immediate need to have someone step in to keep the accounting function rolling until a suitable replacement is found