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Get ready to start talking — and not about the tax code!
When you work with Jeff, you’ll do a lot of talking and he’ll do a lot of listening. That’s because after more than 30 years he can tell you this: the more your CPA knows about you, the better service and advice you’ll receive. It’s true whether you’re an individual, a business owner, or you run a non-profit.
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Count on ongoing contact, personal attention and customized service. No client’s financial life is etched in stone. Jeff will talk to you throughout the year to make sure you’re getting the services you need, when you need them, as well as planning for the future. He offers all types of financial based services and guidance, including:
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