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 monitoring deadlines and individual client needs to make sure we never leave you hanging. When it comes to tax preparation, we are available to sit down with every client and do a thorough tax return review to their satisfaction. 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.