Our Practice

Quality is the primary focus in the services we provide.  Sometimes, this important component cannot be accomplished in a manner as quickly as we would like.  For this reason, it may take us some time to get to your project.  However, once we get to it, we promise it will be handled in a professional manner.

What to Expect:

Our general approach with personal and business clients is as follows:

  • Initial Interview & Assessment:  we begin  with an initial meeting where we take time to get acquainted and make sure we are compatible and share common personal and business values.  We will discuss goals, expectations, and needs in our working relationship and make sure everybody is on the same page before moving forward.
  • Project Identification & Cost Estimate: once we determine that our practice is a good fit for you, we will discuss projects that need to be performed.  In this phase, we will make recommendations on what services are needed in addition to basic compliance requirements and the scope of such services.  Through years of experience, we have an idea what level of planning is needed and we will advise accordingly in this area.  We will also give you an idea how much our services will cost on an annual basis.
  • Project Performance: once we have come to terms on project scope and cost, we will work on scheduling and give you an idea when your project will be completed.

It is important to understand that this process takes time.  Every client we work with is unique and that involves a custom plan that meets their needs.  We will begin working toward that plan from day one.  However, this cannot be accomplished overnight.  We ask that you be patient as we work through this process.


Income Tax & Accounting Services

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