About Our Firm

Let’s face it, there are a lot of CPAs out there vying for your business.  Most seem to offer a similar menu of services with the most notable difference being price.  With all of these choices why would you want to work with me?

In a nutshell, your business matters to me.  Back in July 1998 when I cut the purse strings from my comfortable position at a local CPA firm I decided that my practice would be different.  I wanted a boutique practice that was comprised of clients who I enjoyed working with.  Instead of focusing on marketing and the sales pitch, I was going to provide top rate service at a reasonable fee and would rely on my history of quality service for my long-term growth.  Now, 10 years later I consider my concept a success.  I can look through my client list and see names that have been in my file cabinet since the early 1990s when I was growing my practice “on the side”.  It’s very satisfying to realize that I am not the only one who values customer service and the benefit that comes from the relationships that have developed over the years – I know my clients and they know me.  During the Holidays I receive as many pictures of my client’s children as I send out, and I value and appreciate each and every one for the idea it represents.

In the office we are advocates for our clients, and enjoy being the first call resource for tax, business advisory and financial decisions.  In the advisor role we work closely with business managers and individual taxpayers to choose a path that is based on need and risk tolerance.  Our goal is to work with you and not around you, this means we discuss issues instead of narrating textbook pages.

One of our key office policies is to return calls and e-mail questions within twenty-four hours.  Very often, messages (if you can’t get in touch with one of us directly) are returned much quicker.  This is an attempt to keep in touch with our clients and quench sparks before they become infernos.

We understand our role in our client’s business and know that their success is also ours.  These ideas are also included in our mission statement which I encourage you to read.  I am very proud of that document and continue to use it as a steering vehicle for the growth of my practice.

If this sounds like the type of CPA firm you are looking for, call us.  We welcome your business and appreciate the opportunity to work with you.