Specialized Area of Practice
Many of our professionals specialize in the individual tax area. Individual and family tax planning and preparation has become an area of specialization. By narrowing our focus, we can ensure our client’s needs are met and remain up to date technically on changes in the federal and state tax statutes applicable to our clients’ needs.
Professionals Devoted to High Touch Personal Services
Our group of professionals were hand-picked to join our firm because they possessed the qualities necessary to serve high net worth individual clients. This requires a certain tact and willingness to go beyond the normal course of operations to ensure the individual or spouse is comfortable with their personal tax and financial situation. Our professionals have chosen to focus their careers in this area of practice. This devotion is demonstrated by our ability to interact with clients, gain their trust, and willingness to put in the extra time and care necessary to make sure the job is done right for our clients’ best interest.
We would certainly appreciate the opportunity to meet and for you to get to know us. The chemistry of the personalities and the level of trust is often the most important factor in choosing and working with a personal tax advisor.