Methodology

Who are you? Each taxpayer is unique, and therefore requires a thoughtful assessment to determine the best route to a common goal: pay less tax while remaining compliant.

Divide and conquer. Whether it's simple or complex, it's important to have and maintain a strategy when preparing and planning for taxes.  Since our tax system is a moving target - maintaining an open line of communication is critical to achieving our common goal.

Move over. This is where we take the wheel.  After determining the service level you need, we maintain a schedule to take your numbers and do what we do best: crunch them.  In today's day and age, the variety of options for communication is plentiful.  We can seek and implement a method that makes you happy.

Say what? This one can get interesting.  We'll keep you informed to the level that piques your interest.  Some clients love feedback and seek collaboration on their returns.  Others find it as fun as a visit to the dentist.  As long as we reach our common goal, we'll play it your way.

I got a guy.  Everyone loves having a resource they can rely on.  Responsive and trusted doctors, attorneys, mechanics, electricians, etc., are worth their weight in gold.  CPA's are a treasure trove of knowledge and information since we deal with a wide spectrum of businesses and unique situations.  We want you to feel like you have a reliable resource in your corner.

Victory.  In our profession, success is directly related to longevity.  The longer the relationship, the better we know our clients.  The better we know the clients, the more accurate and beneficial our services will be.  In regards to their finances, people crave stability.  We'd like to be the link to achieve that for you.