The essence of our mission to provide proactive, professional service that provides peace of mind for each individual client.
Rather than simply responding to historical problems or trying to make the most of missed opportunities, we strive to anticipate problems and initiate opportunities for our clients. Our integrated, long-term approach includes working closely with all related advisors to optimize both immediate and long-term cash flow for our clients.
As a specific example of our proactive service, we contest all raises of electricity in the area, go beyond the merely accounting service and work together as a partner, to ensure you have the right financial structure and tax planning. For the personal returns of our owner/manager clients, our objective is to ensure that each client is aware of any personal tax payable well in advance of the September 30th deadline.
We believe professional service should encompass more than technical expertise and staying up to date in all areas of business and tax matters. We are committed to be available when needed by our clients and respond in a timely manner to calls and other requests for assistance. We set realistic deadlines for performance and make it a priority to meet those deadlines. In short, we do what we say we will do. You will always have a response within the next 24 hours of your question or request, including weekends.
While the corporation may officially engage us, it is the family that operates the business, either directly or indirectly, to whom we are accountable. In today's complicated world, each family has different priorities and objectives. While there are some commonalities, each situation requires a unique solution. Moreover that solution has to be flexible to adapt to changing priorities. That is our ultimate goal: To fulfill the objectives and provide peace of mind for each family with proactive, integrated solutions that cover all contingencies now and in the future.
Honesty and Loyalty
We are honest and loyal with our clients, and expect the same from you. We will assist you and support you in an honest way all the time. Will let you know about your liabilities before they become a burden. Will keep your information private at all times. We ask for honesty and loyalty as a return.