Who Do We Serve?

Who Do We Serve_
When people see our package of services they sometimes comment that they don’t need the “royal treatment” or will call us when they are a “big wig.”

I understand what we offer seems like a lot when comparing our services to other accountants who just do tax returns. There are plenty of places to go to get just a tax return. We are not one of those places and here is why.

We believe that our services are for every small business owner who is ready for a relationship with their accountant. Our packages are built for small businesses and their owners. We put a huge emphasis on the future of our clients. None of our clients are royalty or large businesses.

Who are our clients?

Our clients are:

    • single moms who run a business or two
    • employees with a day job while they build their side hustle
    • entrepreneurs in their first year of business
    • parents trying to build a legacy
    • people on their third or fourth business endeavor
    • businesses owners on the cusp of massive growth
    • every other imaginable combination
What do they have in common?

They all understand that a tax return is just the tip of the iceberg when looking for a tax advisor.

How are we different?

We are focused on our clients’ goals. Through our communication and planning tools we help our clients reach those goals.

Oh, and we just happen to do tax returns too.