1. We don’t bill on an hourly basis.
We’ll always agree to a specific fee before we get started, so you’ll never have any surprises on the final bill. We know that our clients prefer to keep working with us throughout their lives and as circumstances change. We will communicate with you regularly about changes in the tax laws that apply to your specific situation, as our goal is to educate and empower you. In fact, you can expect to hear from us often in our email newsletter.
2. We do not leave your business, assets, or tax reporting to chance.
We work with you to ensure your tax return is 100% accurate and optimized for your lifestyle. We work through an established process to ensure that any income, companies, or banks accounts are working to your maximum legal benefit and savings. With personalized attention to your case, we can avoid cookie cutter approaches to accounting and get right down to the nitty gritty with an approach that is as unique as your lifestyle.
3. We value ongoing maintenance and education to our clients.
Since everything constantly changes, you cannot expect today’s tax advice to necessarily apply the same tomorrow. The costs of failing to keep up with the changes in policy can be enormous – and you may also miss amazing new opportunities to save and growth as they become available. It’s not the documents that are really the focus of our relationship. It’s about helping you to make the best tax choice for you, your family, your business, and your assets, both now and throughout your future.