During our years of dedicated service, we have established seven keys that achieve client satisfaction and set us apart from the rest.
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.
- Mastery of Accounting
Our wide range of skills and our proactive rather than reactive approach can save you and your family considerable amounts of money.
- 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.
- Diversity of Services
We offer a full array of tax and accounting services for trusts and estates, including tax return preparation, fiduciary accounting, estate and trust planning, financial services for trusts and estates and advisory consulting.
- 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.
- Exceptional Staff
Led by Stanley J. Morin, our staff comprises highly credentialed accountants with decades of combined experience.
- 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.