This is our mission to you:

Provide accounting services tailored to your needs.

All client needs differ. Whether you need monthly compilations with an annual audit, a simple tax return prepared, or anything in between – our services will be just the right fit for you.

Offer proactive tax planning.

Our clients benefit from the most cutting-edge, aggressive and legal tax advice. We believe that good CPA s deliver the finest tax advice. That is what you get from us.

Deliver the service that makes you want to stay.

Quite frankly, our clients never leave us. We pride ourselves in consistently providing the best service on a timely basis. We know your time is valuable – we believe in always completing your work on time.

Do it all with a smile and for a fair price.

Too often we hear of accounting firms overcharging their clients. We gladly provide the highest level of service for the most reasonable price – it is the best way to keep our clients!

Our firm was founded in 1995 by Dan Wasserman. For the first several years, most of the company’s work involved tax returns, compilations and business start-ups. Since then, we have expanded our services to include audits, reviews, payroll service, and on-site bookkeeping. In addition, we periodically provide forensic accounting services, business valuations and expert witness testimony in civil and criminal cases.

In 2007, we moved into our Oak Creek location. We occupy 3800+ modern and comfortable square feet.