Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.Read More
Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.Read More
Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.Read More
There are two distinct elements of client service in the area of taxation. There is the compliance element - the filing of tax returns and other documents with the appropriate governmental agencies and responding to their inquiries, and the planning element - succession, retirement, estate, financial, investment and transactional planning, as well as annual income tax planning.
The compliance element is often overlooked as a value-added service. The timely filing of a tax return is important from a penalty standpoint, but it also allows the statute of limitations to begin for that return. Timely filed elections are mandated by law; miss the date, miss the election. Prompt responses to all government notices can preclude lengthy, recurring and drawn-out communications.