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Our job is to listen and understand first, then develop an action plan together.
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Why Work With us?
Our Philosophy
We are firm believers that two heads are better than one, and that three heads are better than two. We are a team of accountants who like getting their hands dirty. Before we can advise you about your business we need to get to know and understand it. We need to understand your processes. We need to be familiar with all of the dynamics in a family closely-held business. This is our passion. The same is true in taxation. We need to understand your personal goals and choices in order to advise you best. You will always receive direct and honest answers to your questions. You will always receive our honest opinion when you ask.
We love working with small businesses and the families who own them. It's been our forte for 38 years.
Why Work With us?
What We do
Why Work With us?
Testimonials
"Sue and her team are amazing! I would recommend them to anyone. Their level of expertise is unsurpassed!"
"I cannot thank Susan enough for her expertise, good humor, patience and generosity with my taxes this year, which aren't straightforward by any stretch. I cannot recommend her highly enough!"
"Sue and her team provide excellent service and are knowledgeable and helpful. So glad that we have her taking care of our taxes!"
"She is a life saver!!! Very professional and very helpful."