We want to be
Relatable. When you come in, on top of tax and business talk, we also want to hear about your last road trip, what type of cat or dog you have, or what your hobbies are. Even though these things might sound trivial, getting to know our clients beyond their financial situation actually helps us advise them from a more holistic standpoint. Plus, we love having interesting conversations outside of tax topics as well!
Efficient. We've been doing this for 10+ years after taking over a firm that had been around for 25+ years. We constantly strive to improve our processes as new technologies come out. Our goals are to make it easier for both us and our clients while still increasing the level of service our firm provides. A win-win for all.
Happy. "I want to be a grumpy accountant when I grow up," said no kid ever. We want to look forward to coming to work each day whether the day consists of chatting with clients, calling the IRS, working on developing our own small business, or working on our side projects. Even during tax season, we make sure to focus on good stress and helping the individuals on our team grow. It's much better when you come to work each day with a proper purpose and after 10+ years in the business, we've found it in the very human interactions we have with our team and clients.
Efficient. We've been doing this for 10+ years after taking over a firm that had been around for 25+ years. We constantly strive to improve our processes as new technologies come out. Our goals are to make it easier for both us and our clients while still increasing the level of service our firm provides. A win-win for all.
Happy. "I want to be a grumpy accountant when I grow up," said no kid ever. We want to look forward to coming to work each day whether the day consists of chatting with clients, calling the IRS, working on developing our own small business, or working on our side projects. Even during tax season, we make sure to focus on good stress and helping the individuals on our team grow. It's much better when you come to work each day with a proper purpose and after 10+ years in the business, we've found it in the very human interactions we have with our team and clients.
We don't want to be
Condescending. We veer away from having a hoity toity attitude just because we are experts in our field and you are not. We understand that we're all specialized in different things and just as much as you can learn about taxes from us (fun!), we can learn just as much from you. We encourage asking plenty of questions and pride ourselves in being able to explain hard tax and business concepts easily. We are constantly trying to fine-tune this piece of our service. Check out some of our Youtube videos on tax topics here.
Unresponsive. Our policy is that we try to get back to everyone who reaches out to us within 1 to 2 business days. We've actually had clients ask us why we were up at some ungodly hour answering e-mails and have directed us to go to bed. Go figure!
Boring. Growing up in the Silicon Valley has taught us that business does not have to be stiff and boring - it can be innovative, fun, and friendly! We strive to have an office culture that is more enticing and exciting even though we are a tax office. Don't believe us? Check out our Instagram page!
Unresponsive. Our policy is that we try to get back to everyone who reaches out to us within 1 to 2 business days. We've actually had clients ask us why we were up at some ungodly hour answering e-mails and have directed us to go to bed. Go figure!
Boring. Growing up in the Silicon Valley has taught us that business does not have to be stiff and boring - it can be innovative, fun, and friendly! We strive to have an office culture that is more enticing and exciting even though we are a tax office. Don't believe us? Check out our Instagram page!