7 Keys to Our Individual Clients’ Satisfaction

During our years of dedicated service, we have established seven keys that achieve client satisfaction and set us apart from the rest.

  1. Integrity
    Every member of our staff, and our firm as a whole, maintains only the highest standards of integrity. We assure you that every function we perform is handled with the utmost professionalism, accuracy and confidentiality.
  2. Mastery of Accounting
    Our wide range of skills and our proactive rather than reactive approach can save you or your business considerable amounts of money.
  3. Knowledge that is Current
    Tax rules and regulations are constantly changing. We take the time and make the effort to remain current in our knowledge for both your benefit and protection.
  4. Diversity of Services
    We offer tax return preparation, fiduciary accounting, estate and trust planning and services tailored for family-owned and sole proprietorship businesses intertwined with family wealth.
  5. Working With the IRS and State
    We are highly experienced in proactively communicating with the IRS and state taxation officials on behalf of our clients to protect their interests and maximize their benefits.
  6. Exceptional Staff
    Led by Stanley J. Morin, our staff comprises highly credentialed accountants with decades of combined experience.
  7. Personal Relationships
    We may work with numbers all day but we don’t think of our clients that way. We know you have a unique situation in your personal life and we care about helping you achieve your goals.