
Yes, if you want focused and coordinated efforts in your tax and financial matters. Our CPA’s are known for seizing the initiative and finding viable solutions that are in our clients’ best interests. Our business is helping you to find a winning formula – and we do.
Yes, if you want a firm that thinks about and understands how to guide your major decisions, such as: Should I sell part or all of my company? What if I make a gift to my children? What is the best way to do this in order to minimize taxes and enhance wealth-building opportunities? Is there a way to include my favorite charity without diminishing what I transfer to my children? Our results oriented CPAs have developed and implemented procedures that have saved over $30 million in estate and income taxes for our clients. Additionally, clients were able to contribute over $2.5 million to charities without any reduction in potential transfers to children.
Yes, if you want to be represented by experienced game ready CPAs, not just paper-pushers. Our experience was not obtained sitting passively behind a desk, but by front line, cut-to-the chase, critical thinking and action. Our clients appreciate our approach and aggressiveness.
Yes, if you need the assurance of CPAs with IRS experience. Our CPAs have represented individuals and businesses in IRS audits that have earned us a reputation with the IRS as being very detailed, organized, prepared and willing to defend our client’s position. Our clients believe that we will go to battle for them - and we do.
Yes, if you need more than just tax return preparation. Our CPAs and QuickBooks Pro Advisors® can provide an array of services needed by every business including investment planning, accounting & bookkeeping services and QuickBooks® support services.
Yes, if you want peace of mind. We are not a mega firm and don’t plan to be one. When you work with one of our CPAs it’s for the long term. Our qualified and trained staff provides invaluable services to our clients, but the “buck” stops at the desk of the CPA with whom you work.
Our Style
We practice “Southern style” – that is, we dress casually except when dealing with banks and the IRS. We use first names and think a warm handshake complements a sharp mental edge. We like what we do, and we look forward to working with you.
An invitation
We invite you to continue browsing our website to learn more about why clients choose us to work with them. To see a sample of our clients, click on Our Clients.
Our Mission Is To Help You Save Time, Pay Less Taxes, and Build Wealth.
Give Us A Call Today at 770-667-1177.
