We are committed to providing professional accounting and tax solution services for individuals and businesses who look forward to improving their finances. We help our clients achieve full economic potential and independence to be able to maximize their income and reach their goals.
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MISSION
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VISION
To become the leading accounting firm in our region, and in the process, creating a positive impact on our community by offering practical, quality assistance that allows people and businesses to take a significant leap in financial freedom. We help our clients attain their short and long-term objectives and create long-term value.
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WHY US
Most people view accounting as a dull, mechanical process; however, we see a whole different dimension. For us, managing your cash flow, tax, and many other financial matters is a craft in itself and one that we are really passionate about.
One of our goals is to change how accounting is handled by offering a professional yet approachable and non-intimidating alternative to your usual accounting firm. To be able to do this, we have worked for years to develop an efficient, painless & streamlined bookkeeping process meant to empower you with the tools you need to make money and improve your finances. Our experience and deep knowledge of the tax code allow us to handle and solve any tax situation you might find yourself in. All you have to do is hand us your documents and information, and stop worrying. We've got you covered!
Our tax and business planning provides a deep analysis of your unique situation to ensure you make the right decisions and pay the lowest possible tax allowed under our current tax system. Our main aim is to develop long-term, trust-based relationships with our strong base of loyal clients. We strive to ensure that our workflow is flexible enough to cater to any of your needs while delivering high-quality and affordable advice that will help you create value and reach your goals.
Contact us, and start taking control of your financial and tax future today.
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BRAND NARRATIVE
From the young age of 25, Scott knew he wanted to have his own accounting firm just like his grandfather, a successful CPA, and his mother, a successful business owner. This vision was hard-wired into his DNA, so he decided to go ahead and pursue his dream.
His first step toward his goal was graduating from California State University in Chico with a Bachelor of Science Degree in Business Administration, with an emphasis in Accounting. Since he was young, Scott started honing his skills by working with seasoned CPAs.
With time, Scott's interest in offering a wider variety of accounting products to attract a more diverse client base and his love for innovation and technology often found resistance among old-school CPAs.
He didn't want to settle in this old, outdated way of doing things. So he moved to Oregon, where he landed a job as a partner in a small and growing accounting firm. In the low-key atmosphere of Klamath Falls, Scott found an excellent opportunity to be a big fish in a small pond, learning about the responsibilities that come with running a business while still performing the required functions of an accountant. This proved to be an excellent learning and personal growth experience.
After several years in Oregon, Scott felt the need to be near his hometown in Southern California, where he acquired an existing CPA firm.
Having his own firm gave him the power to make the complex and often scary decisions of building a business of his own, taking it in directions that other firms felt uncomfortable going. Along with the usual services of tax preparation, bookkeeping, and payroll, Scott grew the firm by adding small business consulting, heavy tax planning, choice of business entity, start-ups, and special services in the areas of Divorce, IRS Problems and LGBTQ tax assistance.
He imprinted his very own intense, ethical, and passionate style onto his firm, and that's how he finally managed to materialize his lifelong dream. IN this pursuit, Scott not only positively impacted his community but also helped people and businesses reach their full potential and become successful.
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BRAND VALUES
HONESTY
We are fully committed to being transparent and straightforward when advising our clients, sticking to our word and always speaking the truth.HARD WORK
We make hard work the standard for everything we do. We lead by example, always deliver on time, and offer the best possible service.TRUSTWORTHY
We are a firm you can trust; we're true to what we say and do. This is not an option but an obligation in our service industry, especially regarding accounting.CUSTOMER ORIENTED
We always make it about our customers; they are the only ones who define how successful we are, and how accurately we've accomplished our job.QUALITY
We always strive to offer the best product quality, avoid cutting corners on effort and work towards creating a consistent reputation that our customers come to rely on.INSPIRATION
We aim to change the dynamic under which accounting firms usually work, adopting modern and fast processes through the use of technology.WARMTH
We welcome our customers to communicate with us and are willing to answer any question you may have about what we do and our services. We can offer answers or a solution to your tailored situation.PASSION
We are a company that is intensely passionate about helping our clients reach their full potential, and we dedicate every single day of work toward that goal.CLICK HERE TO READ THE FULL ARTICLE »