WHAT DO OUR CLIENTS ALL HAVE IN COMMON?

A desire for committed, personalized service at a reasonable price.

Merchandising clients include:

  • Flower shops

  • Retail jewelry

  • Salons

Professional services clients include:

  • Attorneys

  • Doctors' offices

  • Financial advisory agencies

  • Marketing/advertising firms

Nonprofit clients include:

  • Independent K-8 schools

  • Direct service organizations, e.g. speech pathology groups

  • Editorial platforms

Individual clients include:

  • Busy professionals in need of reliable tax preparation services

  • Families in need of one-time or ongoing budget planning

  • Seniors in need of assistance with fixed-income budgeting

  • High-net-worth individuals in need of expert tax assistance

REFERENCES ARE AVAILABLE UPON REQUEST.