Business Details
We have served clients with accounting and planning services since our founding in 1974 by Robert T. Green, Sr. In 1994, we took the lead with the firm and vowed to uphold the same high ethical standards established by our father. We know that earning respect, trust, and confidence requires never compromising integrity. Our firm honors the trust clients have placed with us and values the personal relationships we have built over decades. Many of today's clients or their families began with our father and have continued to utilize our professional tax and accounting skills. We integrate tax planning and preparation, investment management and financial planning, accounting and payroll services, and estate and college planning under one roof.
Our mission is to get to know and understand your needs, wants, and long-term goals. We work to help you develop, implement, and monitor a strategy designed to address your individual situation. We understand the challenges families face today, from managing debt to saving for college to retirement. We utilize all of our resources to help you pursue your goals and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. Our commitment is to create a mutually beneficial and respected long-term relationship focused on your satisfaction.
Our mission is to get to know and understand your needs, wants, and long-term goals. We work to help you develop, implement, and monitor a strategy designed to address your individual situation. We understand the challenges families face today, from managing debt to saving for college to retirement. We utilize all of our resources to help you pursue your goals and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. Our commitment is to create a mutually beneficial and respected long-term relationship focused on your satisfaction.
Highlights and features
- We have served clients since 1974.
- Our firm integrates tax, accounting, and planning under one roof.
- We uphold high ethical standards established in 1994.
- Our clients include multi-generational families since founding.
- We challenge conventional wisdom in investing approaches.
Services
Tax Planning and Preparation
Tax planning and preparation ensures your taxes are filed accurately and on time with professional expertise. The service maximizes refunds and minimizes liabilities for individuals, families, and multi-generational clients. Our integrated approach supports long-term financial goals through careful tax strategy and ongoing guidance.
Investment Management
Investment management and financial planning helps you grow wealth and achieve financial stability. We provide personalized strategies for clients with significant assets or those just starting to accumulate wealth. Our team works to create mutually beneficial long-term relationships focused on your individual situation.
Accounting and Payroll Services
Accounting and payroll services support accurate financial record keeping and compliance for businesses and individuals. The firm offers professional tax and accounting skills that have served multi-generational client families since 1974. Integration under one roof allows us to meet your needs and attain your goals efficiently.
Estate and College Planning
Estate and college planning helps you protect assets and ensure your wishes are honored. The service provides peace of mind for you and your loved ones. Our guidance supports families managing debt, saving for college, and preparing for retirement today.
