SHARED PLANNING

We have found that when working with our clients’ other advisors in a collaborative and non-isolated manner, our clients benefit by better decision making and better long-term planning. When sitting with other trusted advisors, communication is more direct, efficient and accurate.

Further, together we can identify potential problems and opportunities that might not have been discovered alone. As proactive tax advisors, we work with our clients and their needs year-round. Our aim is to be in constant communication with our clients’ other trusted advisors to ensure any changes in their life are addressed throughout the year and not just during tax season.

CORE VALUES

HONESTY, INTEGRITY, ACCOUNTABILITY, AND PURSUIT OF EXCELLENCE

We are guided by our core values that define how we conduct ourselves in life and in business. Our core values speak to the highly principled and professional nature of our work and of our client relationships.

HONESTY

Be honest in all situations and relationships. We believe our words are our bond.

“No legacy is so rich as honesty.”
William Shakespeare

INTEGRITY

We believe in doing what is right even when no one else is looking.

“The time is always right to do
what is right.”
Martin Luther King Jr.

ACCOUNTABILITY

We are obligated to accept responsibility for the principles on which we base our advice.

“The price of greatness is responsibility.”
Winston Churchill

PURSUIT OF EXCELLENCE

We strive to provide outstanding service, solutions, and care for each other and our clients. We are never satisfied with the status quo.

“We are what we repeatedly do.
Excellence, then, is not an act, but a habit.”
Aristotle

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