ETHOS

Value added

We look to add value in every aspect of our client service. Considerate, efficient, and going beyond just a tax return.

Educational

We seek to educate ourselves with the top of the profession, educate each other, and educate our clients.

Collaboration

We answer all questions internally and externally. The only stupid question is one that is not asked.

Questions

We work together with our clients and each other openly. We want all to understand and embrace our process. 

Go surf

Take time off for what matters to you.

Empathic personalization

This is an extremely personal business and we treat our clients as though we treat our own financial situation, as though we were in your financial shoes.

Good vibes

Good service = Good business: Internally and externally we look to work with considerate and ethical people only. Any issues in this area let’s please part ways as soon as possible.

Humans over algorithms

We use the best available tools and loathe work for work’s sake. We still feel that our human capital outweighs current technical machine learning (etc.) in the critical areas of this business that we focus on.

Documentation

We spend time to go beyond the minimum and strive towards adding more value.

Sleep well at night

Unwavering integrity in mind, action, and record.

Availability

We are here when it matters most and if it is not critical, let’s handle it appropriately.

Communication

We strive to communicate in a style that fits you and has the best mutual outcome. Half of this business is communication.