As a profession, the certified public accountant is held to high standards of confidentiality, competency, and due care. To be an ELP, requires a further standard of excellence in servicing our clients. To achieve that standard, we take planning approach to income taxes so that business planning and transactions are structured to minimize taxes in advance. We work our best to maintain communication with our clients through the year. We charge a fixed price that includes tax planning so that clients feel welcome to call or email us with questions. We rearrange client work to meet short-term filing demands by mortgage lenders and financial aid departments. And we talk to you, plan approaches to help you meet your goals, and solve problems with the heart of a teacher.
To schedule an appointment, complete the contact form below. You can also read this blog post about our relationship with Dave Ramsey.