We are different than most accounting firms. We have been around for over 25 years and have evolved our practice into a Family Office. What that means is that we focus on the integration of tax strategizing, wealth & risk management, and estate & retirement planning into one cohesive experience. We work with clients who are looking for more from their CPA than just letting them know how much tax they owe each year.
For our clients with a business, we collaborate on a monthly basis utilizing QuickBooks Online, along with other integrating apps, to ensure that your books are always up to date and accurate. This is a very important step that is often overlooked. From here we will be able to offer deep insight into your business financials via business-criticaI and highly customized reports. You will also have periodic online meetings with our CPA to discuss your business goals and strategies to reach them. lt’s like having a CFO, but at a fraction of the cost.
Because of our level of commitment to our clients, our capacity for accepting new clients is limited. We only work with clients who we can bring real value to. If this sounds like what you have been looking, please email firstname.lastname@example.org and let us know you’d like to proceed and we will create a secure portal for you to upload the following documentation, which will allow us to determine how we can best assist you:
- Completed Client lntake form
- Your last filed tax return (both personal and business, if any)
- The latest statements for all your financial investments
For more information about the Family Office, as well as links to resources, newsletters and webinars, click here.