How We Help Clients

How We Help Clients...

We create Value and Peace of Mind for you by taking care of your accounting and tax woes, so you can get back to business!

Business Clients

We realize that each business is unique. That's why we tailor a package of services to specifically handle just what your business needs. Most services are engaged with FIXED PRICES so you always know what to expect. Here's some of the things we do to help our business clients...

Outsourcing: We can help you offload and automate everything from bill paying to payroll and most all other special accounting tasks.
Payroll & Sales Tax Compliance: We can help you with your monthly, quarterly and annual payroll and sales tax filing responsibilities.
Proactive Tax Planning and Preparation: As a business client, we place a priority on helping you save the most tax possible by planning ahead and keeping you informed. And, we prioritize prescheduling business client returns so they are always done on time.
Accounting: We can provide regular financial statements for your business with our accounting software, or we can help you maintain your own Quickbooks file.
Business Value Growth & KPI Tracking: For business that are serious about growth, we offer strategic growth planning and KPI tracking.
And much more...

Personal Clients

Every individual's tax situation is special and we take time to fully understand your tax goals. We limit the quantity of returns we do so we can be sure to give you the attention that you need. Here's how we help our individual tax clients...

Missed Deduction Searches: We use both our expertise and technology to actively search for deductions that you may have missed.
Free electronic filing and dependent returns: We don't charge for things we believe should be free.
Year Round Access: We are business professionals, not a "tax shop." So we are here year-round to answer your questions.
Predictable turn-around: Most returns are completed in about two weeks, if the information we need is provided in a timely manner by the client.
Fixed Prices: Your investment is determined up-front so you are never surprised by your invoice. And discounts are given for reservations and prepayments.
And much more...

We are only accepting new personal income tax clients that are affiliated with a business.

What You Can Expect From Us...

Our Performance Standards

1. You will always receive friendly and courteous service. You will be respected and not taken for granted.

2. We will be honest and truthful with you at all times. Within the best of our ability, we will keep you informed and eliminate unpleasant surprises.

3. We will do our best to honor our commitments to you absolutely. Therefore, we will not promise what we cannot deliver. If for any reason beyond our control, we cannot fulfill our obligations, we will inform you of the difficultly as early as possible.

4. All communications (phone calls, emails, etc.) that require a response will be acknowledged by the next business day at the latest, sooner if possible.

5. If you are ever not satisfied with the quality of the service we have provided, you will be entitled to a full refund at your request.

6. Our services may not be the least expensive on the market. They will, however, be the absolute best in quality and value.

7. Your feedback is essential to our continued improvement. We welcome your suggestions, comments and ideas.

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