A New Breed of CPA works with clients in a new and different way. We build a relationship model - selected from our Menu of Services - that delivers value to our clients where the benefit derived will be greater that the price of our services. We will exceed your expectations. If you are happy with your current CPA, but feel something is lacking, we will - if you choose - work with the CPA to fill and plug the gap. Charles Tune, CPA CWS -Certified Wealth Strategist® - is well qualified to expand the CPA practice into financial planning, wealth management and all phases of retirement planning including design and implementation of both qualified and non-qualified plans.
With your busy lifestyle in mind, we follow a “come to you” approach by meeting at your office, home, or conduct our meetings via technology. Our approach is periodic "monitor to monitor" meetings and a "face to face" meeting at your location at least once a year. No longer do you need to waste valuable traveling to a CPA's office.
Our processes guides our clients along an organized path that always has an end objective. Our satisfaction guaranteed policy requires that we stay in constant contact keeping our clients constantly informed as to our progress in delivering client services. This method also provides reasonable assurance that we will identify any additional issues or problems that invariable arise. We simplify clients lives by offering a one stop shop. After gaining your confidence, we function as the Quarterback of your team. A typical client has or has a need for a CPA, attorney, financial planner, investment adviser, insurance agent and so on. Geometry says "the whole is equal to the sum of its parts, " A New Breed of CPA brings your team together as you progress down the pathway toward meeting your goals.
Experience A New Breed Of CPA
Experience A New Breed Of CPA