When I launched my firm about eleven years ago, I reached out to a tax CPA for help with a straightforward question:

S Corp or C Corp?

 

The response was… technically correct but emotionally unnecessary. Lots of jargon, lots of condescension, and I walked away feeling like I’d somehow failed a pop quiz I didn’t know I was taking.

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That experience stuck with me—and it shaped the kind of firm I wanted to build: one that explains taxes clearly, never talks down to clients, and focuses on solving the actual problem.

 

Our services have evolved, but our mission stays the same: help clients understand the tax nuances without the tax-speak.

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Sincerely,

Margaret Schopp