Small Business Services

SMART, ADAPTIVE, EMPATHETIC Accounting & Tax Solutions


Aggressive, Shelters, Mitigation, Loop Holes are all words and phrases that have often come to define or to be associated with those CPA’s and firms that are going to minimize your tax liability. I would like “SMART” to be the new standard by which a CPA Firm is defined. In a perfect world, every CPA Firm would provide his/her clients with the exact same results as every other CPA Firm. In reality, the final results can vary greatly based on approach, knowledge, relationship, experience, and ethics – among other things. So how is being SMART a solution for YOU? Being SMART means knowing when, why, and how to organize your business. Being SMART means preparing accurate and timely financials to actively manage and minimize your tax liability throughout the year. Being SMART means employing all of the latest income reducing, expense accelerating, and tax deferring vehicles that best fit the strategies, goals, profitability, and cash flow of our clients. Being SMART means understanding our clients and developing relationships beyond the superficial annual meetings with them. Now, if all of that sounds redundant relative to every other CPA Firm website you have visited, let me say this: accounting and tax preparation is a collaborative process with our clients, and the final product that we produce is driven by how SMARTLY we work together.


I googled “ADAPT” because I wanted to see if there as anything in the definition that I could use to help me convey to you why the ability to ADAPT is a solution for you. Of the 84,900,000 results, the first one to appear in my search defined ADAPT as “make (Something) suitable for a new purpose; modify. Become adjusted to a new condition.” More importantly, it used the word ADAPT in a sentence – “A large organization can be slow to adapt to change.” Priceless!!

Working with my small firm allows you to receive the personal attention and responsiveness necessary to adapt quickly – to changes in tax law, to changes in your industry, to changes in your business, to changes in your health, to changes in your living situation, etc… I am an accountant – I love processes, controls, routines, and standardization. But, the solution I am offering you is the ability of my firm to adapt my product to your particular needs, so that you are receiving customized accounting and tax planning solutions. Please review the “Client Stories” and Testimonials” section of my website. Here you can gain some understanding of the diversity of my clients and my role within their businesses.


The key to minimizing your tax liability is to hire the CPA firm with the greatest knowledge of how to do so, right? Inherent in that knowledge is an understanding of our clients. Without getting philosophical, let’s refer back to Webster’s Dictionary for the definition of empathetic “an adjective that means showing ready comprehension of others’ states.” So, in addition to being equipped with the knowledge to save our clients’ money, a CPA must also be empathetic – we must have a “ready comprehension” of our clients. We must understand their personality types, their motivations, their risk tolerances, their visions for the future, their family connections, etc…. So, how is being empathetic a solution for you? Taking the time to understand my clients allows me to provide the best advice to then. And, the best solution should not be driven solely by tax strategies. Tax strategies should be utilized to minimize their tax liability within the framework of their larger plan.