Subscribe to our newsletter for monthly tax tips:

Our Values

Schedule a Consultation Learn About Our Services

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

Professionalism

The roots of our firm have been planted in Jenkintown for over 40 years and the firm itself was formed in 1992. By combining the experience, expertise, and energy of our staff each client receives close personal and professional attention.

As members of the AICPA we are subject to triennial peer review and are proud to have passed our last review without any comments. Our high standards, service, and coordinated use of our specialized staff spells the difference between our performance and that of other firms. Every client is served by the expertise of our entire firm.

Responsiveness

We treat our clients the way we, ourselves, want to be treated. Clients who choose our firm expect and receive our undivided attention, competent advice, and timely services from each member of our firm they contact.

We provide comprehensive tax, accounting, attest, and consulting services to individuals, businesses, and not for profit organizations. Where possible we are the coordinator of our clients’ relationships with their banking, legal, and insurance providers as we frequently have a more comprehensive picture of the clients’ needs than the other professionals they are working with.

Quality

An accounting firm is known for and by the quality of its service. Our firm’s reputation reflects the high standards we demand of ourselves and is evidenced by our AICPA Peer Review reports issued without comments.

Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed decisions. We feel it is extremely important to take relevant continuing education courses to improve our technical expertise, financial knowledge, and better service our clients. We fully understand that our clients’ decisions are not only financial but emotional, and the emotional factor may sometimes require our clients to leave some money on the table in order to sleep better at night.

Summary

We are proud of our reputation and the confidence placed in us by our clients. Our interaction with our clients, and their attorneys, bankers, insurance agents, and other advisors is embodied in their willingness to share our name with their friends, clients, and colleagues resulting in new client referrals for us.

We will answer all of your questions with respect to your tax and financial situations and welcome you to contact us anytime.