About Us

WE ARE COMMITTED TO YOUR SUCCESS

When you become a Companion Tax & Accounting client, you will never become just another name in a data base. Our commitment to extraordinary customer service sets us apart from your typical accounting firm. What does that mean for you? It means:

  • You’ll always receive personalized attention. There aren’t any call centers here. Your call will be answered by one of our team members, who will give you their undivided attention.
  • Your financial planning and tax preparation will never be sent elsewhere to be completed. Everything you need is taken care of by us. If you have more complex tax issues, we have our own network of legal and accounting professionals who work with us to solve them.
  • You’ll have access to us year round. We don’t close the doors on April 15th. Questions and special situations can come up unexpectedly throughout the year. You can depend on us to be there to resolve them for you.
  • You’ll receive professional and confidential services in a respectful, non-judgmental venue. For us, ensuring that you feel completely safe and secure when you share your information with us is our top priority.
  • No matter where you’re located in the U.S., we can help. Having earned the designation of enrolled agents, we’re licensed by the IRS to represent taxpayers in all tax matters.

Ready to take the first step?