Forward Thinking for Your Financial Future.
At The Accountancy, we believe that financial freedom is within reach. As trusted tax advisors and financial consultants, we are privileged to help business owners, individuals, and families reach their professional and personal goals. With decades of experience, our team of highly skilled professionals has provided comprehensive tax and financial planning services to a broad range of clients.
Our Story
Innovation is at our core. We innovate by listening to you, our clients. Our conversations often lead to unexpected insights that make a difference for you, today and tomorrow. For several decades, we have been helping people reach their goals. We've grown and prospered along with our clients because we innovate. Behind the numbers, we see people and we hear their stories. We see business owners, entrepreneurs, and executives working hard to secure their financial futures. We see parents planning for college, and grandparents managing retirement. We see people fighting to leave a legacy for their loved ones.
Our Services
We offer a wide range of services designed to help you achieve financial success. Our tax services include tax planning, tax preparation, and tax representation. Our advisory services include financial planning, business consulting, and wealth management. Our business management services include financial statement preparation, budgeting, and cash flow management. We also provide financial statements, wealth management, and other specialized services to help you achieve your financial goals.
Meet Our Team
Our team of highly skilled professionals has decades of experience in public accounting, providing comprehensive tax and financial planning services to a broad range of clients. Our team includes John Sadd, CPA, CGMA; David Nadel, CPA, MST; Kirby Higashi, CPA, CGMA; Nassif Shammaa, CPA, CGMA; Argin Mahmoodi, CPA, CFF, CFE; Steven Clement, CPA, MBA; Mary Jo Wiedey, CPA; Melody Daniel, CPA; and many more.
Why Choose Us
At The Accountancy, we are committed to providing innovative tax reduction strategies, personalized financial planning, and exceptional customer service. We believe that financial freedom is within reach, and we are dedicated to helping you achieve your financial goals.
Overall Experience
The reviews for The Accountancy Partnership are mixed, with some reviewers having a positive experience and others having a negative one. For new business owners, the firm's service can be frustrating, especially when it comes to communication and support. On the other hand, existing clients have found the firm to be responsive, helpful, and professional.
Difficulty in Communication
Several reviewers have mentioned the difficulty in communicating with the firm, particularly if you are a new business owner. They feel that the firm expects you to know how everything works already and that communication is limited to email, which can be frustrating when you need help or have questions. This lack of support can be overwhelming for new business owners.
Exceptional Service
On the other hand, several reviewers have praised the firm for their exceptional service. They have found the staff to be friendly, responsive, and helpful, and have appreciated the clear explanations and advice they have received. The firm's ability to make the process of bookkeeping and tax returns seamless has been particularly praised.
Recommendations
The reviewers have been very vocal about their recommendations, with many recommending the firm to their friends and colleagues. They have appreciated the firm's competitive pricing, prompt service, and the quality of the accountants.
