WHO WE ARE

WE ARE OUT OF THE BOX

We think around corners and solve problems. Just because something has been done a certain way for a long time doesn’t mean it was the best way or that there’s not another way to do it. We challenge our clients to embrace new ways of doing things. Sometimes, this approach questions the status quo and may feel uncomfortable. We ask you to trust us in this process, but also invite you to weigh in with your feedback! 

In contrast to many tax and financial firms, we leverage cloud-based technology and steer clear from paper as much as possible. This means we free up huge amounts of time and resources to serve our clients more efficiently and intelligently. We are more responsive via our client portal than we are by phone. Your tax, financial, and business documents will be shared with you electronically. Phone calls with our clients are scheduled in advance, which means we and you come prepared. We are selective in holding in-person client meetings, and we place a premium on these as a result. We work with clients in over 20 states and several countries and are very comfortable with remotely serving clients.

WE ARE PARTNERS

We are not your average tax and financial firm. We take our relationship with our clients seriously and treat it as a partnership. This means we don’t just prepare your tax return and go away until next year! By working with us, you are choosing to make a commitment to us with your trust and treasure; and we are choosing to make a commitment to you to align ourselves with you as a partner with you. We value open communication between us and our clients, in order to build trust and collaboration.

Partnering with us means you get access to the totality of our expertise, knowledge, and experience. Oftentimes this means you embark on a journey of discovering that you don’t know what you don’t know. Because we think that we add enormous value to you, we believe that we are an investment into your success. This means we are likely more expensive than the average firm out there.

WE ARE INTEGRATIVE

Our approach is to live simultaneously in the worlds of tax, finance, and business so that our clients receive holistic guidance, rather than segmented. This means that, oftentimes for our clients, we serve the roles of tax, financial, and business advisors, all under one roof. Our holistic approach results in working smarter, not harder. With our approach, our best clients don’t need a separate accountant, financial advisor, and business advisor. They get all three with us.

WE ARE EXPERTS

We specialize and go deep in our areas of expertise, which means we won’t be able to serve every client that comes our way. We are very selective with the clients we work with. It would be a disservice to our clients if we attempted to specialize in everything. We do our best to get to know you in the beginning so that we can ensure that we are the best fit for each other. Our goal is to build long term relationships with our clients and work with them for the long haul, so this lends itself to distinguishing between clients who fit with our core values and those who do not.

WE ARE GEOMETRIC INSTEAD OF LINEAR

We believe that our team members are greater than the sum of our parts. In partnering with our clients, this means that we are applying a set of guiding principles to our work that we do with you which yields greater results than the bare minimum of tax, financial, and business compliance. In other words, if tax and financial filing compliance is the bare minimum (i.e. zero), then we believe that the strategies we suggest and implement will yield benefits to you that are far greater than simple addition or multiplication.

We strive to anticipate the future before it happens. Many times, our relationships with our clients involve forward-looking and backward-looking insight. But we believe that it is more effective to spend more time learning from what HAS occurred so that we can solve what HASN’T yet occurred.

WE ACT WITH INTEGRITY

From our interactions with you, to how we work with you, our work is performed ethically and honestly, with integrity. We pride ourselves in doing what’s right and delivering a finished result that reflects these values. 

OUR SPECIALTIES INCLUDE: