My Business Philosophy

My business philosophy has come about from over thirty-five years of working in the accounting profession both as an employee and then self-employed. I see it as personal service and communication first. That is one reason why many of my clients have been with me since my first tax season. It is also why over 95 percent of my new business comes from client referrals.

I urge my clients to contact me at any time during the year, but especially when something of a financial nature has taken place which is out of the ordinary. I also believe that communication with my clients other professional advisors is a good idea. I work very closely with many of my client's attorneys, insurance representatives and financial advisors.