Our firm was founded November 1, 2011. We are three seasoned professionals with extensive experience providing tax services at big firms. We started our new company with the idea that we could better serve our clients by being smaller and more flexible. At the same time, as we are in this profession for the long run, we were looking for a business model that would provide us with more personal satisfaction from our work.
We set out to create a partnership that would allow us to spend more time directly serving our clients, in a relaxed, personalized atmosphere. Our office is casual, we answer our own phones, and we do our best to respond quickly to our clients' needs. We have invested heavily in technology and continuing education, so that we can offer the most professional, personal, efficient, and cost-effective service possible.
While we can provide most tax and accounting services, our core business is:
- Income Tax Preparation for individuals, estates and trusts
- Tax planning, including year-end and transactional planning
- Compliance and planning services for closely-held companies
- IRS and State Audit Representation
Contact us at (734) 994-7500 for more information.