Our Culture

We care about each other and act as a team.

We have been family owned for over 50 years.  We are a team that works for the success of our clients and each other.

We earn the friendship and trust of our clients.

Through timely and accurate service, we develop long-term relationships with our clients and community.

We advocate for our clients always.

As Enrolled Agents, we are Ameica’s Tax Experts, working with the IRS to resolve issues in the best interest of our clients.

WE ARE VISIBLE, ACTIVE, AND INVESTED MEMBERS OF OUR COMMUNITY.

We actively seek opportunities to participate and engage with our fellow professionals and citizenry, supporting growth and development.

WE ARE INTERESTED IN THE CONTINUOUS IMPROVEMENT OF OURSELVES AND OUR FIRM.

Our team is made up of credentialed professionals who are on a continued quest for knowledge.

We are early adopters, taking advantage of every technology available to promote collaboration and efficiency.

We use secure portals to transmit information, electronic organizers to compile information, and promote QuickBooks Online as our primary accounting platform.

We are educators in every aspect of what we do.

We work to communicate with our clients in the language they understand and in the way they feel most efficient.  In-person meetings are always encouraged to ensure complete understanding.  Telephone, videoconferencing, screen-sharing and white-boarding are available for all clients.

We know small business, because we are small business.

We experience the same highs and lows as our clients.  We never lose sight of the fact that we are peers with every client that steps foot in the door, and that people and personality are more important than any financial number.

Our recommendations take into account the entire financial picture.

We encourage our clients to make decisions based on financial impact, not just tax savings.  Deductions are nice.  Prosperity is better.