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Our firm provides outstanding service to our clients due to our dedication to three underlying principles: Professionalism, Responsiveness, and Quality.

Professionalism

Our firm is one of the leading firms in the area. A combination of our expertise, experience, and the energy of our staff, gives us the ability to give each client the personal and professional attention they deserve. 

Our high standards, service, and specialized staff spell the difference between our outstanding performance and other firms. We are passionate about meeting the individual needs of every client. 

Responsiveness

Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses, and other agencies. You can view a list of our services here.

There's a reason behind why much of our client base came to us on a referral basis. The reason being our exceptional commitment to the businesses we work with.

We've earned the trust and respect of businesses and financial communities. This respect illustrates our diverse talents, dedication, and ability to respond quickly.

Quality

An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves.

Our primary goal as trusted advisors is to be available and ready to provide the insight for our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.

We feel it is extremely important to continually educate ourselves to improve our technical expertise, financial knowledge, and service to our clients.

Our high service quality and "raving fan" clients are the result of our commitment to excellence. 

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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Most commonly looks like, "can I deduct my home, can I pay my children, should I buy equipment, should I track mileage, etc." This is a service that is sometimes addressed by phone calls to the office and/or emails. Often times it's with an associate or staff member in our office. It can also be something addressed and finalized in an annual office meeting. Different strokes for different folks, but we are capturing what "most" business clients are availing themselves of in this area.
Includes Federal and State vouchers based on safe harbor provisions of estimated tax payments. It uses prior year data to help avoid interest and penalties. It is worked on during your 2018 tax prep meetings.
Common in our practice. Many of our business client owners want us to run projections, using very detailed versions of what they think their personal return will look like, in it's entirety. Most commonly done in our office, with a tax manager or myself.
Most commonly looks like a before and after dog and pony show that illustrates the benefits of making retirement contributions and more importantly, structuring a plan for funding the contribution over a more manageable time frame.
The corporate fee includes all applicable schedules including partner K-1s.
We include one owner tax prep and for any additional owners we would offer a bundled fee of 75% of full price.
Our Valued Price Agreements allows our clients to lock in monthly, quarterly or annual billings that even out cash flow.
It is not a popular service within our firm because of a number of online tools but we do offer it at $75 per filing period (monthly, quarterly etc.). We have empowered our clients to take this role on themselves but we are happy to address in our annual office meeting.
We took time to review our previous billing methods, and to better serve our corporate level clients, have embraced a method that allows us to fix our annual fees. That method is based on the value of those services and the costs we incur, providing them.
Individual returns start at $550 and includes Schedule A, B 2441(Child Care Expenses) and one state return. Any additional schedules range from $50 - $100.

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