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A Modern CPA Firm

ENGAGEMENT, FOR RESULTS, IS OUR PURPOSE.

In a fast-paced and technology-driven world, your accountant needs to go beyond the numbers.

About Us

Our Values

EXPERTISE

Assurance and insight for complex matters and important decisions.

SERVICE

Empathy, patience, passion, and constant improvement.  Client-centric and results oriented approach providing value and customer satisfaction.

TECHNOLOGY

Seamless cloud-based workflow to improve efficiency and ease of doing business.

Services

TAX

Expertise for federal, state and international tax preparation, planning and compliance

ACCOUNTING

Customized accounting and bookkeeping solutions for small to medium sized businesses

ADVISORY

Strategic planning, counsel and analysis for important decisions and business success

VIRTUAL CFO

Scalable and efficient portable CFO services to create a strategic financial vision for your business

PAYROLL

We partner with ClickPayroll to provide outstanding dedicated business payroll services

Experience

UPFRONT QUOTING

Flat pricing on most projects.  If hourly billing is required, clear estimates, project outlines, and results are provided in advance so you can make an informed decision.

OPEN COMMUNICATION

Responsive and clear communication.  Phone, e-mail, web, video, text, and in-person to provide timely responses. Answers where and when you need them.

STREAMLINED PROCESS

Electronic and convenient information gathering and onboarding.  Guided project management for tax, accounting, and advisory solutions that take you from the source to the answer.

WE ARE PAPERLESS

As a paperless CPA office, we collect, sort and analyze all of your documents electronically. Our client Portal allows you to upload your documents to our systems anytime.

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