Who we are...Our values.

Hi. I'm David Sivcovich. I'd like to introduce you to our firm, and give you a brief overview of what you can expect when you use our services.

We believe in the power of numbers. Everything we do is intelligently and strategically focused using those numbers to maximize your wealth. So whether you’re looking for proactive and informed support to grow your profits, lower your tax bills or manage your personal wealth, you’ll find we’re right there with you.

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

The Value of Relationships.

We believe in providing close, personal attention to our clients. In fact, we like to think of our clients as partners in a joint venture – with the goal to create a win-win for both sides.

To build this partnership we talk to you. That’s the best way to find out more about both your personal and your business goals. We insist on meeting regularly with you – a minimum of two times a year. It’s a chance to review and catch up, and also acts as an early warning system in case something’s not going quite to plan.

Our clients tell us they like what we do. We make their lives easier by asking the right questions at the right time. In fact, you’ll find that we’re incredibly curious. After all, if we don’t know what drives you and what occasionally inhibits your progress, we’re not doing our job properly.

We’re passionate about numbers. We understand them. And, we get great satisfaction from using them to help our clients have better lives – whether that be more success, more wealth, or more time off!

I look forward to meeting you.

Kindest Regards,
David Sivcovich


View Our Tax Calendar

The Tax Man Blog

11/28/2017
Retirement Age Milestones Read More
10/19/2017
Details of Trumps tax reform proposal Read More
10/19/2017
Energy Credits still available in 2017 Read More
10/19/2017
Social Security Benefits increase for 2018 Read More
9/12/2016
IRS issues statement on crowdfunding Read More
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