Mission Statement
Our firm's mission is to help our clients achieve success by providing personalized attention and a commitment to service that addresses not only today's needs but tomorrow's plans. Our dedication to helping you achieve your financial goals means placing a premium on timeliness, thoroughness and accuracy. Is it perfect? That is the only acceptable standard for our services to you.
Firm History
Ever since its inception, our firm has tried to exceed our clients' expectations with solutions that are custom-tailored to their specific needs. As we've grown - and continue to grow - we remain committed to offering our clients a combination of state-of-the-art technology, a thorough understanding of the latest financial developments and unsurpassed financial know-how. Paperless office environment with global connections is our current standard operation.
Client Satisfaction
Our reputation is built upon a foundation of satisfied clients, integrating Rotary's Four Way Test as our benchmark for how our business is conducted. Our goal is your complete satisfaction, nothing less. Whether we're preparing financial statements, dealing with the IRS or providing any other financial assistance, we believe we have your best interests in mind. Your tax return or financial statement will not leave our office unless it is perfect. That is the standard we hold ourselves to provide our clients: perfect work.
Firm Roster
David W Ristau, CPA - Individual and Business Taxes, IRS Representation
Cheryl L Iverson - Client Administration
