Who we are.

Experts in tax saving strategies and implementation.

We leave no stone unturned when identifying tax savings and creating your plan. The team we have in place provides us the ability to be forward-thinking, develop new strategies for our clients, and back them up should the need arise.

Values

Deep roots

Our professionals have provided financial advice, business planning, and tax return preparation services to thousands of clients in all 50 states over the last nearly half a century. We form deep relationships with our clients, and our process and experience allow us to continue our growth trajectory.

Client-focused

We serve clients nationally. However, our process and focus on client relationships allow us to provide custom service to each and every one of our clients. Our team of advisors and tax accountants is dedicated to understanding every client’s needs, markets, and circumstances.

Industry-specific expertise

At The Accounting Lab, we pride ourselves on the industry-specific and specialized knowledge our advisors provide. Our specialists have deep knowledge in their respective industries, so clients can be confident they are supported by a team that understands their needs and recognizes the trends, challenges, and opportunities that shape their industries.

Successful strategies

The strategies we design and implement are unique to every client based on their specific circumstances, industry, market, and goals. Through the implementation of these strategies, our clients, on average, realize an increase in take-home profit of over 14% (after The Accounting Lab fees) within the first year with The Accounting Lab—a ROI that sets The Accounting Lab apart from all other firms.

Team

We are always investigating avenues for tax savings when it comes to providing advice to our clients. That’s why we have a robust team of professionals, including JDs, PhDs, CPAs, MBAs  and a few more of those swanky acronyms after our names.