About our Firm

As a CPA firm, our values are not just principles we adhere to; they are the cornerstone of our identity and the compass guiding our actions. These values represent our commitment to integrity, excellence, and service, which form the bedrock of our profession.

1. Integrity: Integrity is non-negotiable in our firm. We operate with honesty, transparency, and ethical conduct in all our dealings. Our clients trust us with their financial matters, and we honor that trust by maintaining the highest standards of integrity in every aspect of our work.

2. Professionalism: Professionalism underscores everything we do. We are dedicated to upholding the integrity and dignity of the CPA profession. This means delivering accurate, timely, and high-quality services to our clients, always adhering to professional standards and best practices.

3. Excellence: We strive for excellence in all that we do. Whether it's providing financial advice, tax preparation, tax planning, or consulting services, we are committed to delivering outcomes that exceed expectations. Continuous learning, innovation, and attention to detail are the hallmarks of our pursuit of excellence.

4. Client Focus: Our clients are at the heart of everything we do. We take the time to understand their unique needs, challenges, and goals, and tailor our services to meet them effectively. Building long-term relationships based on trust, reliability, and responsiveness is fundamental to our approach.

5. Continuous Improvement: We are committed to continuous improvement and adaptability in a dynamic business environment. We embrace change, innovation, and new technologies to enhance the efficiency and effectiveness of our services. By staying abreast of emerging trends and evolving client needs, we position ourselves as trusted advisors and strategic partners for our clients' success.

These values serve as the guiding principles that shape our decisions, actions, and relationships, driving us to uphold the highest standards of professionalism and integrity in everything we do as a CPA firm.

About Jared Poltrack, CPA

Jared Poltrack, CPA has been working with individuals and businesses for years and has provided timely service in relation to individual and business tax return preparation, individual and business tax planning, monthly accounting, and bookkeeping. He also helped clients with navigating PPP loans and successfully obtaining available grants for small businesses. He has also provided consulting to many small businesses regarding taxation, expanding and growing, and guiding them through the ebbs and flows of small business ownership. He also has experience with managing sales tax for large corporations and small businesses. He is passionate about small businesses and helping individuals navigate their tax situations and personal finance.