Why Choose Us?

We understand you have lots of choices when it comes to selecting an accountant.  And if you've been searching enough, let's be honest, we all start to sound the same. In this section, we take a brief second to highlight what makes us different and why we are, hopefully, the right tax team for you!

First and Foremost, We Fully Embrace Diversity and Inclusion. Our clients come from all walks of life, and so do we. Our team has a variety of backgrounds, life experiences, and worldview perspectives. Not just because it is the right thing to do, but because that makes our company strong and able to fully understand and support our clients and their businesses. We want you to feel welcome, understood, seen, and heard, no matter what uniqueness there is about you that makes you "you". We celebrate your special traits and talents. If you share our values, and you have an enthusiasm for small business entrepreneurship, you will find a comfortable home when you join our Concierge Tax Services family!

Our Concierge Services Are All-Inclusive - We prefer not to "bill by the hour."  Most of our clients take advantage of our all-inclusive year-round Concierge services billed on a monthly retainer. We put together customized year-round packages of services, based on your unique needs.  We do offer hourly billing to our "a la carte" clients who don't require the all-inclusive packages, but we do give priority service to our Concierge-Level clients.  

We Are Proactive, Not Reactive. It is incredibly important for us to be in regular contact over the course of the year. That way we can implement tax-saving ideas in real-time, before they expire on December 31. Meeting once a year during tax season is reactive. We know our real value to you is being involved in your business all year long.

We Have a High EQ. Most accountants have a high IQ, but their "people skills" leave alot to be desired. Talking over your head to prove just how smart we are is not how we do things. We like to form a friendship with the person sitting in front of us, have a fun conversation, and learn more about what makes you "you"!  We have a knack for translating complicated tax code into stuff you can actually understand. You will enjoy our meetings, and actually look forward to them!

We Use All of the Latest and Greatest Technology. Our focus is on convenience, and we want to make it really simple for us to work together. We have customers all over the country because we make great use of today's technology. We offer a secure file portal, virtual tax prep, remote meetings via screenshare, electronic document signature, and an automated online invoicing system.  All of these features make your life, and ours, easier!

We Don't Manage Money or Sell Insurance. Many CPA's these days are starting to become licensed financial advisors. One reason for that is simple: there is big money in it. When it comes to taxes and accounting services, our priority is on just that - giving you the best tax planning advice possible. It’s not on selling you any additional products. This enables us to give you unbiased and objective advice as it relates to your tax planning. That said, we know many financial advisors and will gladly work with them to round out your financial team.

We Are on a Mission. We truly want to change the way all accountants do business with their customers.  We offer tax practice coaching and mentoring to accountants nationwide, and help them to run their practices efficiently, by shifting their focus to working with their customers proactively.  The old-fashioned traditional way just isn’t good enough for clients in today’s business environment.  We can't change the world in a day, but we work hard every day to keep making progress towards our bigger mission, by helping our fellow tax professionals provide high-value services to their clients.

We Know Lots of Accountants in The Area and Around the Country. If you give us a call, and we decide that for whatever reason we just aren't the right accounting firm for you, we will work with you to find the best contact that we know, and put you in touch with them. When they hear that "Robert sent you", they will take great care of you. We can guarantee that because of the trusting relationships we have built with our peers.