Who We Are
WE ARE CUTTING EDGE
Big Firm Depth; Small Firm Service
We have advanced tax, business, and technology training so our clients get the most in-depth and up-to-date services possible. In addition to being CPAs, our professional designations include Masters of Science in Taxation (MST), Law (JD) and Certified QuickBooks ProAdvisor. Together, we offer our clients a combined 75 years of tax, accounting and finance experience.
Certified QuickBooks ProAdvisor
. . . BUT SURPRISINGLY OLD FASHIONED
We believe independence and objectivity are two of the most valuable assets we provide to our clients as their business advisor.
We don't sell stocks and insurance to our clients, like some CPA firms. We think that practice is a conflict of interest and could compromise a CPA's independence. And we want to focus our business on what we do best - providing you with the best possible tax and accounting services.
We serve side-by-side with other members of our clients' business team, including attorneys, investment and pension advisors. But we don't receive any type of "referral fees" from other businesses, professionals or clients, nor do we give them. That allows us to always give you our full and honest opinion.
No Out-SourcingWe don't outsource our work, and your records, halfway across the globe. You can be assured that your sensitive financial information remains here within our firm. And when you call "customer service" you get one of us.
GETTING YOU THE MOST FROM THE TAX LAWS
Savvy and Sensible
Our tax professionals have advanced training and many years of experience in federal, state and local tax law. So we make sure that our clients get every beneficial tax break to which they are legally entitled. And although we have successfully represented clients before the IRS and state tax authorities, we know that a tax audit is an expensive, time-consuming and disruptive experience. Our goal is to maximize your tax benefits, while ensuring that you are in full compliance with all federal, state and local tax laws, so you can focus your time and energy on your business and personal life.