How We Work

Choosing a CPA is one of the more difficult, but most important decisions you will make as you grow your business or file your indivdual income tax returns. You need someone you can trust as your CPA should be your first stop for a wide range of advice, and very often the last call before strategic decisions are made. Very often we fix other professional's mistakes and prevent you from making yours whenever possible. As such I consider my office the goalie for my clients; we aren't the teammate who scores the big goal for our clients, but we do our best to keep our clients from being scored upon.

Not only does your advisor need enough experience and training to provide the standard suite of tax, accounting and bookkeeping services that you need but they also need a personality that appeals to you and the culture of your business.

We have been providing personalized accounting, tax and business advisory services since 1998 and can brag about still working with our very first client. Our goal is and has always been to integrate our services with the needs of your business and personal tax situation and not to walk in the door with a one-size-fits-all philosophy. At the same time, communication is key and we do our best to be proactive when you need it, but be ready to be there when you don't. We are advisors, here to represent you, defend you and not here to sell you anything or "yes" you. If you are looking for someone who is going to tell you what you want to hear and "yes" your every question, look elsewhere. If you are looking for top notch services delivered in a functional and proactive way, you may want to give us a call.