It should be. Our commitment to these values will guide us in every client relationship and engagement, whether it be completion of tax returns or planning assignments. These traits are important for developing and designing effective tax strategies and solutions in a complex world. We have the experience and expertise to offer you the highest level of tax planning and compliance services.
Our Core Values
The cornerstones of our profession are integrity, objectivity, and ethical behavior. Conformity with these principles is never optional. They are the foundation for the trust and confidence clients must have in their CPA Firm.
Confidentiality / Privilege
All communications with clients are confidential.
Our confidentiality policy also includes the identity of our clients. We never disclose the existence of our relationship or any information about you, without your consent.
We are your advocate when in comes to all tax matters. However, we must balance that responsibility with the enforcement authority of all federal, state, and local tax jurisdictions.
The rules are constantly changing and evolving. Consequently, the best plans must be flexible to meet ever changing tax law.
We're advisors. We're not decision makers for you, your business or your family. We understand that distinction.
Our obligation is to provide you with relevant, meaningful, and complete information necessary for making important decisions.
Assessment of risk is vital when considering alternatives.