We feel that
there is no one way to approach your accounting and tax needs other than
to tap into our depth of knowledge acquired from experience, a passion for
solving tax code puzzles, and a creative drive to help you achieve your
business and financial goals. (Yes, accountants can be creative too!)
If it’s your birthday, surprises are okay, but when it’s your business,
your future, or your estate at stake, they’re not so great.
No surprises – that’s the Quail
Oaks Difference.
So how do we make sure your accounting and tax requirements don’t produce
surprises?
We don’t run the clock every time you
have a question. Phone calls and consultations to consider some aspect of
your business or finances are free. We think that one of the keys to
successful planning is your ability to receive timely communication to
help you make decisions. With all consultations being "FREE of Charge", you will never worry
about picking up the phone to ask a question.
See Our Service Pricing
Routine, regular, strategy meetings
are crucial to helping you gauge your financial progress. We create
financial roadmaps, which include key success tools, to help you, monitor
and track your progress. With this approach your financial reports become
management tools rather than paperweights.
Many individuals and business owners
fall victim to “tax reaction” each year, when tax planning is the clear
alternative. We believe that tax planning; tax planning based on your
identified needs, is one of our primary chores. Our tax planning approach
not only eliminates the need for tax reaction (and surprises), it allows
our clients to get (and keep) the most from the money they earn.
Connect The Dots
& Cross the T's
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The line where a business ends and
where a life starts has become increasingly thin. Our services present a
seamless connection between family, personal, and business needs. The
principals of Quail Oaks Financial have aggressively acquired an
increasing array of tools to serve our clients. Our ability to implement
and execute your financial plan with your overall picture in mind, is an
incredible strategic advantage. Few accounting firms are actually able to
help you implement and execute the financial plan they suggest.
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