To help each client achieve financial clarity at every stage of life with kindness, personal attention, and expertise.
What We Value
Above all we value kindness, honesty, and reliability.
Flexible workdays come from personal accountability. This is our style of work.
We’re always learning. We approach our field with a beginner’s mindset no matter our level of expertise.
Titles do not create hierarchy. Your contributions and collaborative efforts do.
We operate as a team. We solve problems as a team. We face tax season as a team. This means a team is here to help you and you’re here to help the team.
How We Treat Clients
1.
Make Finances Approachable
We break the large world of taxes into something that’s approachable and easily digested for each client’s needs.
Consider your unique financial style.
We collaborate don’t dominate.
We take the time to show clients they’re more competent at finances than they realize.
We focus on creating clarity and support in good news and bad.
2.
The guide to your bigger picture
Money is more than numbers to our clients. When possible, we help them see how their money contributes to their aims, their lives, and community.
Clients may feel lost in the ever changing tax landscape. We are their guide that shows them the way.
With spreadsheets, we work with data. With clients, we work with emotions. We don’t confuse the two.
3.
We are present with clients
Each client should leave any conversation feeling like they had our complete presence and attention.
We put away distractions.
Connecting with our clients is part of business—not separate from it.
Our Culture of Working Together
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Integrity is vital. We show up and get the job done.
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We don’t focus on blame. We focus on solving.
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Be considerate. Respect people’s character and time regardless of their title, status, wealth, and background.
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Own your mistakes. They happen. Let's fix it and move on.
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If confused–ask. If asked–help.
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Communicate honestly. Say what you mean as clearly as possible–even if it's uncomfortable at first.