From the first year that we opened our doors, we noticed a common story to almost every new client that came our way: they each had a story about a CPA that had let them down. Some were horror stories – unforgivable mistakes made and trust irreparably damaged. More frequently, we just heard frustration over failures in communication and a general feeling of inaccessibility in their prior CPA relationship.
These stories stick with us each time we hear them. Therefore, we have built our practice with a focus on client service and communication. We feel that responding to emails and phone calls in a timely manner should be a given. We are also diligent in communicating through the year around various deadlines, firm processes, and legislative updates that may impact your business or family. As a strategic advisor, we work to empower you with knowledge, understanding, and confidence that you have the right plan in place for the optimum tax outcome. Our team is no more than an email away to help keep you on the right track and provide that real-time “gut check” as you navigate the often-intimidating world of taxes.