Cardinal Traits

Charlie, the Cardinal, is a mainstay at our office, showing up in late winter and checking in throughout the summer.  He'll tap on various windows - never looking angry or aggressive.  Oftentimes he'll sit on the window ledge for a bit as if to say, "Hey, everything okay in there?"

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Similar to Charlie, persistence, consistency, and caring embody our approach to working with you.  We strive to communicate clearly and regularly with you to eliminate any mystery about tax regulations and financial planning, and remove any uncertainty about what to expect.