Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of focus, independence and quality.
Focus
We do not try to perform every service that might be offered by a CPA firm. Our focus is individuals and small businesses. In that focus we perform tax, accounting and planning services that are individualized for each client.
Please see Our Services page for a complete listing of the services we provide.
Because we get most of our new business from the people that know us best, client referrals have always fueled our growth.
Independence
We perform planning services and make recommendations to our clients as part of those services. Recommendations of strategies can include financial products. We are not licensed to, nor do we sell any insurance, annuity funds or other products. Further, we do not accept commissions or referral fees as a result of our recommendations.
Quality
We have implemented many systems to ensure the highest quality of our services.
Those systems include
- Using checklists to ensure the completeness of our processes.
- Using tax software that performs independent analysis.
- Requiring partner level review of all work.
- Voluntarily participating in a peer review program.
- Requiring annual continuing education of our partners and staff that exceeds the minimum professional requirements.
- Participation in a financial planning study group.
Please see our Quality Control page for more information.
