Our Target Clients

Our Target Clients

To help our referral sources to find the clients we can best serve, the following is a description of our target clients:

Business Clients:

– Nonprofit organizations
– Small to mid-sized businesses
– Service-based businesses

Individual Clients:

– Professionals
– Investors
– Individuals seeking proactive tax guidance

Requirements are:

  1. Open & Honest
  2. Co-operative & Fun to work with
  3. Pays on time & refers clients