Let us guide you home, with cash back in your pocket!
At TWRU CPAs & Financial Advisors, we are dedicated to helping individuals and businesses achieve their financial goals. With over 70 years of experience, we have built a reputation for providing personalized financial planning and investment advisory services, as well as traditional accounting and reporting services.
Our Services
We offer a comprehensive range of services designed to help our clients achieve success. Our services include:
- Business Consulting: We work with small to medium-sized businesses to help them set goals and develop strategies to achieve them. We offer services such as business planning, financial analysis, and business valuation.
- Personal Consulting: Our personal consulting services are designed to help individuals achieve their financial goals, whether it's creating a comprehensive financial plan, retirement planning, or estate planning.
- Accounting and Audit: Our accounting and audit services are designed to help our clients maintain financial compliance and ensure accurate financial reporting.
- Financial Planning: Our financial planning services are designed to help our clients achieve their financial goals, whether it's investing in stocks and bonds, creating a retirement plan, or developing a estate plan.
Our History
TWRU CPAs & Financial Advisors has a rich history that dates back to 1948. Our founder, A. Edgar Thomas, started the firm as a sole practitioner and has since grown the firm into what it is today. Over the years, we have built a reputation for providing excellent service and expertise to our clients.
Our Mission
Our mission is to actively identify opportunities and implement actions to help our clients become more successful and profitable. We believe that our clients are more than just customers - they are our friends and partners. We work hard to build strong relationships with our clients and help them achieve their financial goals.
The TWRU Difference
At TWRU CPAs & Financial Advisors, we are committed to making a difference in our clients' lives. We do this by taking the time to understand their unique needs and developing customized solutions to help them achieve their financial goals. We take a personal approach to our client relationships, and we are dedicated to being there for our clients throughout the year.
Exceptional Service
The reviewers who have left feedback for TWRU have had an overwhelmingly positive experience with the company. Mike Templeton, a representative of TWRU, has exceeded expectations in terms of service and communication.
Rapid Turnaround Time
All reviewers have mentioned that Mike Templeton was able to complete their tax returns quickly, with one reviewer noting that he had their returns filed and completed in just two business days. This is a significant improvement over the experience with their previous CPA, who took months to complete their tax returns.
Excellent Communication
Reviewers have praised Mike Templeton's communication skills, stating that he was responsive and easy to get in touch with. One reviewer even mentioned that his communication was "second to none".
Fidelity and Trust
The reviewers have expressed their trust and loyalty to Mike Templeton and TWRU, with one reviewer stating that they will be using them for all their future financial needs.
