DEVELOPING INNOVATIVE STRATEGIES
ACHIEVING GROWTH
SERVICES
We used to say we provided traditional tax return preparation, bookkeeping, planning & advising services... but after traveling a few states... we apparently offer premium... well what we would call modern, ethical, competent services; just know what you're about.
We understand that lots of firms like to play the audit lottery and/or just bank on some things never becoming an issue, although we often wonder if the clients knew that was going on; we only look to offer very high quality work as opposed to what we figure we can get away with.
PROJECTS
Our projects are often very privileged information limited to those involved in them.
They range from ad-hoc to routine, which oddly enough so-called routine isn't really even that but on the surface perhaps.
You can rest assured that we are always getting into something while keeping it fresh, relevant, and improved on what was.
CLIENTS
Wouldn't it be great if we could tell you who we've helped and continue to help? Unfortunately, we highly value privacy.
We are selective about the clients we work with.
We operate as more of a family office instead of a retail pump and dump operation; the latter includes those offices you think aren't.
ABOUT US
We're not for everyone.... just those with exquisite tastes and a desire for things to be done right. Of course, that doesn't mean we won't provide high-quality paper reports and face-to-face meetings whether that be in person or a video conference. We are regularly on the move and love the benefits it can provide and you'll likely too.
We worked hard to educate ourselves in best practices and well-tried, understood accepted strategy's/laws. We started this venture because we got tired of all the poor to outright wrong work we've seen going on, and the horrible attitude. Quite frankly it was/is clearly just self-serving nonsense internal procedures that have been used which are there just to extract even more fees year after year instead of holding steady (with COLA applied) or even reducing as good, honest processes would allow.
We understand there are lots of people who don't care so long as they can get away with it, but that's not us, what we want to do with our lives, nor gets us up in the morning to keep things hot. Of course, this is just the intro, we only warming it up.