Every accounting firm markets itself as the leader in client service. Service should go beyond tax returns and compliance projects. We want to develop professional relationships that aren't driven by tax return due dates, billing questions, and a need to put in an annual lunch but rather driven by a common purpose to help your business be successful in the long-term. We believe in being trusted advisers rather than vendors. We believe in getting to know your business. How can anyone claim to be an adviser without understand the critical issues their clients are facing. We aim to assist clients with tax planning, consulting and provide advice on how clients can set up and operate their business in the best economic and most tax efficient manner. This requires a commitment to getting to know clients and their businesses. Time-entry billing creates an experience where clients receive surprise bills for a lunch or phone call, and tend to avoid asking questions or wanting to meet with their CPA altogether to avoid a fee. We believe in an honest up-front pricing arrangement that both parties agree and one where there are no surprise billings such as charges for quick phone calls, lunches, emails, etc. We believe in effective connections. We have a network of individuals that we trust to be able to provide clients with referrals to attorneys, bankers, brokers, insurance agents, and other professionals who will also aim to exceed their expectations. We believe in the best technology. We have invested in great software to create efficiency, security and reliability. Our practice is technologically advanced, paperless, and user-friendly. We believe in effective tax planning and compliance aimed at minimizing your tax burden. By effectively structuring your business, taking advantage of IRS incentives when offered, and annually doing year-end tax projection and planning, we will minimize the amount of taxes your business will pay to the IRS in a legal and ethical manner. We aim to be advocates for our clients.
