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Firm Profile

Our Mission Statement


Our mission is to provide high quality, personalized professional accounting, tax and business advisory services to our clients. These professional services are designed to meet the needs of both individuals and organizations.


We emphasize easy, direct and responsive communications with our clients. Our efforts are aimed at identifying and solving issues before they become problems. To this end, we provide a toll-free telephone line, 24 hour/7 day voice mail, fax and internet service and encourage frequent telephone and in-person conferences during the year.


We are proud of our commitment to quality service for our clients through our investment of time and money in our team members, technology, professional education and professional activities. We have made particular efforts to incorporate technology into our various services.


We believe that our team is able to combine expertise, experience and personal attention in meeting the needs of our clients. Our team members have worked in both large and small public accounting firms and in private industry. We have taken and continue to take active local, statewide and national leadership roles in a variety of professional and community service organizations.


Our team members have provided professional services to organizations and individual clients for over 35 years. At present, these clients reside in or carry on business in 20 states and several foreign countries. They range in size from small, independent home-based consulting and professional services firms to large, internationally recognized wholesale distribution and manufacturing companies. A common element in all our for-profit clients is the combination of ownership and management. In many cases, this ownership is family-based and is multi-generational.


Every three (3) years our firm is required to go through the American Institute of Certified Public Accountants Peer Review Program. In 2001, 2004 and 2007 we received the top grade "an unmodified report". We are very proud of our team effort to achieve this distinction and can discuss the peer review program and provide a copy of the report to you if you would like one. Peer reviews are scheduled every 3 years, our next one should be completed in early 2011.


We encourage you to use the financial tools in our website to assist you in business and personal tax and business planning. Please feel free to contact us so that we can work with you to use these tools effectively and efficiently.


In 2007, we made a decision to make a significant commitment to help the environment. We have chosen to be a 100% renewable energy user. We are involved in local efforts to use renewable energy sources and promote energy audits so that energy is used cost effectively. We encourage our employees, clients, and vendors to use renewable energy and energy efficient equipment. We are a Green Power Partner of the U.S. Environmental Protection Agency. We have also installed equipment to assist us in storing and transmitting data and tax returns and other documents electronically in a paperless filing system. This has reduced our use of paper, printer cartridges and postage.


We provide our clients with the close personal attention and care for which we are known without regard to their size, history or type of business.

WE WELCOME NEW CLIENTS ......AND VALUE OUR EXISTING ONES.

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