We exist to ensure our clients have the timely advice, knowledge, assistance and support that allows them to thrive.
We believe that numbers lead to knowledge.
We want you to have the knowledge you need.
We will teach you sound accounting practices to get
that knowledge. Accounting is often seen from a historical perspective, to thrive, accounting needs to be proactive rather than reactive. We ensure solid, sound, timely
financial information is always at hand.
Then we help you determine a solid plan for the future, and the steps to implement, monitor and evaluate the plan. Most businesses need financial statements for at least five different reasons and those reasons can be very different. Our job is to help you understand your financial statements and how they are viewed from different perspectives.
We process returns and information in an orderly and secure manner. If you are a new client and want to know about our tax return preparation process, See the Forms and Information Page. Most clients send us their information for preparation, then we contact you with questions about the information we think you should be deducting or including but that we don't see in the information provided.
We are always happy to discuss your returns with you,
we do not charge an additional fee for that.