Ethics and Philosophy

Ethics

We adhere to the American Institute of CPAs (AICPA) Code of Professional Conduct and the AICPA's Statements on Responsibilities in Personal Financial Planning Practice.

We have ongoing continuing education ethics requirements for our professional certifications, including our CPA, CFP and PFS designations. We take the applicable Ethics continuing education classes that are required to renew these certifications regularly.

Philosophy

We approach all tax, financial, and life planning issues in an educational and guiding approach.
We value the role of technology in business and want to maximize the usage of technology to provide excellent client service.
We want to be a trusted and supportive member of the community we live and work in.

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		Ethics and Philosophy
Overview Ethics and Philosophy		Ethics We adhere to the American Institute of CPAs (AICPA) Code of Professional Conduct and the AICPA's Statements on Responsibilities in Personal Financial Planning Practice. We have ongoing continuing education ethics requirements for our professional certifications, including our CPA, CFP and PFS designations. We take the applicable Ethics continuing education classes that are required to renew these certifications regularly. Philosophy We approach all tax, financial, and life planning issues in an educational and guiding approach. We value the role of technology in business and want to maximize the usage of technology to provide excellent client service. We want to be a trusted and supportive member of the community we live and work in.