About Us

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What Makes Us Different? Our goal is to provide a high level of technical accounting, tax, and financial services in a professional, timely, cost-efficient manner. We endeavor to be proactive rather than reactive in our planning services and pride ourselves on not being typical accountants. We want to understand your business, its mission and your goals, and facilitate the realization of your mission and goals.

Not all accounting firms are the same. Here’s what sets us apart:

Personal Touch

Despite our range of expertise, we have continually maintained over the years the personal touch with our clients. Clients love knowing they can come to us and be greeted warmly by name. We are there for you no matter what happens.

Peace of Mind
You can have peace of mind knowing that we are proactive. Our staff is prepared and anticipates your needs by keeping ourselves informed of any changes in law, etc. so that we can keep you informed.

Low Staff Turnover
Our low turnover allows us to build a personal, trusting relationship with our clients. We listen to your needs and provide guidance and personalized solutions.

Collaborative Approach
We develop relationships with our clients’ other advisors (attorneys, wealth manager, etc.) so that we can collaborate and provide the best advice and solutions.

Integrity
We maintain confidentiality of client information and maintain the highest standards of professionalism and ethical behavior.