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Firm Philosophy
Professional Standards
- You should expect timely and accurate performance of all services. Personal tax returns have historically been completed within 7 days of the receipt of all information.
Clerical accuracy is important, but so is the use of appropriate tax saving strategies for your benefit.
- We are responsive to your inquiries. You are assured that personal attention will result in more sensitive and immediate attention to client needs and problems.
- Continuing professional education is not only a requirement in the CPA profession, it is an
important part of the resource you hire. Annual tax update seminars and
QuickBooks® certification are commitments for your benefit.
Partnership Effort
- All of our services are performed in the spirit of a partnership with you. Wrap-up reviews of your tax return or financial statements are conducted in this spirit.
- Over time we will become more familiar with your goals and dreams. You will learn more about the potential tax and financial impacts of your decisions. We will work as
a partnership planning for the future and not simply accounting for the past.
- Our partnership does not end with the delivery of a tax return. We hope to be a year-round resource for you. Response to phone calls and emails, information
and links on this website, and periodic seminars are all intended to put
into action the philosophy that you have a partner.
Personal Principles
- We strongly believe in providing you with a value. To us, this simply means a beneficial service at a fair price.
- Tax laws can be complex and are always
changing. We are not afraid to initially say, "I do not know" in
response to your inquiry, but will always follow-up with the necessary
research, analysis, or peer contact to insure an accurate and complete
response.
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