Licensed, and it shows in how we work
The firm was founded to serve owner-operators and small businesses who had outgrown a seasonal preparer but did not need a large firm. A CPA licence requires passing a rigorous examination, meeting an experience requirement under a licensed supervisor, and keeping up with continuing education and ethics obligations every year after - we say that once, plainly, because it is a credential, not a boast.
That licence is also what lets us represent a client directly before the tax authority if a notice or an audit arrives. A seasonal preparer generally cannot do that. We can, and it is the single biggest reason clients switch to us mid-relationship rather than at year end.
We are available year-round, not just during filing season, and we favor fixed-fee engagements over open-ended hourly billing wherever the scope allows it, so you know the cost before the work starts.
