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Philosophy
The firm
works with high net worth individuals and closely held business
entities.
Although most of our business clients have annual revenues of
$500,000 to $5,000,000,
the company considers working with clients of all sizes depending on
the scope of services needed.
Unlike many accounting firms, none of our employees hold an
insurance or securities license. We do not believe in selling
investments or insurance products, leaving that up to someone who is
full time in the business. Our philosophy is that our time should be
spent on keeping up with accounting and tax matters that provide you
with accurate reporting and planning opportunities – not how much of
a commission we will make.
Accounting and tax laws are challenging. As a licensed CPA, Dennis
is required to complete 120 hours of continuing education every three
years. These educational courses are usually presented by a variety
of outside sponsors (including the University of Illinois and the
Internal Revenue Service) and cover assorted topics.
Dennis would be happy to
to sit down and discuss, with no obligation, your personal or business financial objectives.
Feel free to call for a mutually convenient time to meet.
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