PHOCUS ACCOUNTING & TAX
PHOCUS ACCOUNTING & TAX
Since the inception of our accounting and tax firm in 1978, the founding principle has always been to provide exceptional value and service to our clients.
There are many firms that can perform accounting & tax functions for you; but ask yourself, when you think about your current CPA firm relationship . . . is this a team of Trusted Advisors? Do you feel like they are YOUR Trusted Advisors? Are these the people I would contact for financial concerns, struggles meeting my family budget, or what to do to improve my business finances & efficiencies?
Phocus Philosophy
Phocus Accounting and Tax combines the products you need with the relationship that few can offer. Our mission is to provide you with an extraordinary experience and to help you achieve your goals. Above all, we WILL be your most valued and Trusted Advisors.
We are not here to sell services. We are here to listen to you, assess your needs, and provide you with the peace of mind that only comes from having someone you can trust` in your corner. The value that we provide to you will always exceed the price that you pay us.
Every person and business is different – and with decades of experience – we know all too well that the same solutions don’t work in every single circumstance. Our approach customizes your engagement to fit you and your business. When we work with you, a prospective client, we complete a detailed assessment of your needs and desires to prepare an implementation plan to meet those needs with upfront pricing so that you know what your commitment will be BEFORE engaging with our firm. We offer nearly all services with this upfront pricing, so that you never receive any financial surprises from us, ever!
Phocus Relationships
As your Trusted Advisor and financial partner, we will work with you to achieve all of your financial goals. With nearly five decades in business, we have worked with nearly all industries and occupations. Our staff come from a wide variety of backgrounds, with incredibly diverse client service history. All of this provides you with the depth of knowledge that few small CPA firms can offer.
Our industry expertise includes, but is certainly not limited to:
- Attorneys and Legal Firms
- Automotive Sales, Repair, and Restoration
- Aviation Sales, Charters, and Aircraft Management
- Contractors — Construction, Landscape, Electrical, Plumbing, etc.
- Financial Advisory Firms
- Insurance and Benefits Brokers
- Mortgage Brokers
- Not-for-Profit Organizations and Trade Associations
- Physicians and Other Health Practitioners
- Professional and Technical Service Providers
- Real Estate Investors, Agents, Brokers, and Developers
- Restaurants and Bars
- Retail Stores
- Trucking and Transportation