The firm, established in 1992, started out as any other small accounting firm offering the typical accounting and tax work. Within the first five years, it evolved into not only a traditional accounting firm but one specializing in expert witness, business and financial consulting and bankruptcy work for trustees representing the U.S. Bankruptcy court.
Services
This could include sophisticated long-range tax planning, estate planning, asset protection planning and financial planning.
Although there are those clients who desire just the basic accounting firm services (tax returns, bookkeeping, compilations, etc.), we take the approach that there are many under-served clients out there.
Clients who need someone with financial and business experience and expertise to help them navigate a pathway for them and their family as well as their (closely-held) business.
Although there are those clients who desire just the basic accounting firm services (tax returns, bookkeeping, compilations, etc.), we take the approach that there are many under-served clients out there.
Clients who need someone with financial and business experience and expertise to help them navigate a pathway for them and their family as well as their (closely-held) business.
Many people look at small to medium sized accounting firms as just providing the basis services.
Often times CPA's get 'pigeonholed' by both clients and others in the business community; thinking that virtually all CPA's provide (pretty much) just those basic accounting and tax services and nothing more.
Although many CPA's (and their firms) are comfortable with that assessment, the many hours of education and training, prepare CPA's for even more specialized services.
We took the approach in the early '90's that there are areas whereby clients are being under-served.
Often times CPA's get 'pigeonholed' by both clients and others in the business community; thinking that virtually all CPA's provide (pretty much) just those basic accounting and tax services and nothing more.
Although many CPA's (and their firms) are comfortable with that assessment, the many hours of education and training, prepare CPA's for even more specialized services.
We took the approach in the early '90's that there are areas whereby clients are being under-served.
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