"...He knows the challenges of small businesses and is superb with his tax planning techniques." Shirlee Caruso
"... He is always available to answer any questions that I may have during the year." Kevin Melberger
We pride ourselves on providing the best advice and best practices available in a constantly changing tax and financial service climate. Innovation, Integrity, and Client Commitment are keys to successful outcomes. We have time and again solved business and tax problems for our clients. The case studies range from successfully minimizing taxes on sale of a small farm, to the negotiation of a reduced sales tax audit settlement for a billion dollar company.
Discover examples of the level of service we consistently offer our clients. These are just a few of our many success stories. We pride ourselves on our unique ability to resolve client problems.
Click below to read how we have helped others reach their goals or resolve problems:
Success Story One: Industry – Retail Investment
Success Story Two: Industry – Manufacturing
Success Story Three: Industry – Engineering Company
