We have noticed nearly every new client that has called us had a story about a CPA that had let them down. The feeling of frustration over failures in communications and a general feeling of inaccessibility in their prior CPA relationship.

Each time we hear a story like that it sticks with us. We have built our firm with a focus on client service and communication. We feel phone calls and emails need to be responded to in a timely manner. We strive to monitor deadlines and the individual needs of our clients. We are available to sit down with clients to review their tax returns or financial statements. As your advisor, we want you to have the knowledge, understanding, and confidence that you have the right plan in place for the best tax outcome.