About

"PEOPLE - I work with numbers, but the work is about people. They are why I do what I do"                       - Dave Shepson, Principal

"PEOPLE - I work with numbers, but the work is about people. They are why I do what I do"

                      - Dave Shepson, Principal

 
 

You likely you want to know 3 things about us:

 

  1. Do we know what we're doing?

  2. Will you get your money's worth?

  3. Will you enjoy working with us?

 

Competency

Principal David Shepson holds a Master's Degree in Accountancy, a Bachelor's in Business Administration, the IRS Enrolled Agent designation, and has years of experience working with business and financial strategy, insurance planning, and tax. 

Value

Our clients often find that they are getting more and better service for less than they were paying elsewhere. Our goal is always to add more value than you expect in every service.

Experience

We hope you will enjoy the professional relationship. Dave thrives on people energy and is genuinely interested in clients' lives and businesses. We invest in tools and processes that make it easy to work in any manner needed by the client - on site, remotely, at a coffee shop - whatever it takes. Your time is valuable and we respect that.