Firm Overview

Our goal is to reduce the time and resources our clients spend on daily business and financial activities. We do this in numerous ways, including complete back office services for high net-worth individuals, selection and monitoring of specialists in finance, banking, law and insurance; and personalized tax planning and compliance services.

We are small with a single focus of client service.  Doug, a CPA for over 30 years, directs all client planning and compliance activities. Doug is blessed to have the best team in the world that somehow puts up with him and makes client service their major priority.  Meet Our Team.

Our clients' financial activities require a broad range of expertise from many disciplines, instead of trying to provide all services ourselves, we find the best resources available to meet their specific needs.  We specialize in developing a personalized approach for each client as no two situations are identical.  Strategic Alliances.

I find that many professionals today seem to feel it is a privilege to work with them; our belief is that each day we have to earn our clients respect for another day.   Doug Damon Bio.

A majority of a small accounting firm's revenue comes from tax compliance and we are no different.  Where we are different is how we charge for our compliance services.  For every compliance project we provide a guaranteed fee. Back to Home Page