INDIVIDUAL TAXES – We have a private and secure portal to upload tax documents (pictures, images or scanned documents) that provides clients with a safe way to send us their documents. Your documents and communications will be very secure and stored for us to complete your taxes. This virtual office allows us and our clients to communicate without travel. We even have E-sign (IRS compliant) for taxpayers that want to mail their checks for taxes due. We’ve designed everything with our busy clients in mind.
BUSINESSES – For our new business clients, we will take the time to understand your niche within your industry. We do this to ensure that we know your business and how you operate. The more we know, the better we are equipped to assist in resolving issues and recommend workflow efficiencies.
To be a strategic colleague for business owners to make better financial decisions, create stronger companies, and fosters an environment that inspires them to reach their personal and professional goals.
OUR COMMITMENT TO YOU
Without clients we don’t have a business so here are our promises to you. We will always:
Meet or exceed key filing deadlines
Stick to agreed timetables within our control and keep you informed as we work on your affairs
Endeavor to make life and business as simple as possible for you through innovation and technology
Return your calls and emails within 48 hours
Be truthful, open, professional, polite and respectful of the financial health of your business
Stay up to date with industry standards
YOU HAVE A CHOICE!
Choosing the right accountant is one of the most important decisions a small business can make. A good one can save you time, provide advice, and help your business grow; a bad one could cost you much needed money. If you’re a small business, having someone that has consulted and implemented system changes can be advantageous as you grow. Our firm has that experience, and we’ll be happy to compare your specific needs against the many app solutions that are out there today. That’s why we take the time to learn how your business operates.
10% DISCOUNT FOR ACTIVE MILITARY AND VETERANS
10% FIRST YEAR DISCOUNT FOR NEW CLIENTS