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About

Our number one priority is our clients by making the complex world of tax and investment advisory more understandable to our clients. After meeting with our firm's professionals, we want our client to come away from the meeting less confused and with a better understanding of their situation.

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Reviews (1)

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Erin W.

17 March 2013

My husband and I decided to hire an accountant for our taxes for the first time this year.  Our taxes were just complicated enough that we preferred to trust the details to an expert.  Uncertain of what to expect and who to choose, we did a lot of internet research and asked friends for recommendations.  In spite of the recommendations, we reached out to Steve and his firm because of a mailing we received offering a $50 discount--we love coupons.When I called in mid-January to make a consultation appointment, Steve was out of the office and I scheduled the appointment with the woman who answered the phone.  Steve could have seen us that week, but we pushed it off a week to better fit our schedule.  I loved that he was able to fit us in so quickly.  That evening, Steve called me.  At first I was worried the woman has made a scheduling conflict or something, but he just wanted to say hello and touch base.  Steve said he prefers to chat with all new clients.  This *really* won big points in my book for this firm.  I felt like he cared about us and our business.  This is very important to us.When we went in for the consultation, Steve was friendly, courteous and very knowledgeable.  He was able to answer all of our questions with specific details.  Since it was mid-January, we did not have all of our tax forms at that time, but he took what we had and we were able to send a password-protected scan of everything as it came in.  We only needed to make one visit to the office--which is a huge plus for me.Steve recommended we wait to file until mid-February as a lot of the tax software was still being updated for the tax year changes.  It worked out well as our final paperwork arrived to us mid-February.Once we submitted all the paperwork, accountants from the office asked several follow-up questions and requested several other pieces of paperwork.  At the time I was frustrated that it wasn't asked for up front, but now, a week later, I don't really care.  They did a great job, handled our semi-complicated tax year (wedding, house purchase, home rental loss, large amount of charitable giving) and got us a refund larger than we anticipated.  Overall, we are quite satisfied with both the professionalism and timeliness of this firm. More...

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Q&A

Cromwell & Associates provides comprehensive tax preparation and planning services. Additionally, we provide traditional bookkeeping, write up services, and more complex assurance services (compilation, review, audit). Assurance services are most likely necessary when a business is applying for a loan or a government agency is requiring the assurance as part of a registration process.

As a business owner your time and focus should be on helping your clients and not spending time on non-value added tasks such as bookkeeping, tax planning, and financial statement preparation. In addition to saving time, a good CPA will help clients avoid unnecessary penalties due to missed tax filing deadlines. CPAs can also help clients through simple fixes enhance their tax compliance so if an IRS audit or inquiry arises, the taxpayer will be ready.

I love helping clients navigate complex areas by making technical issues more easily understandable. Clients are focused on running their business and do not have time to dive deep into complex tax issues.

I found there was a lack of qualified professionals to help individuals and small and midsized businesses. Most CPAs do a poor job of blending tax planning and investment advisory to save their clients significant money on their tax obligations.

We take our client relationships very seriously. Without our clients we would not have a business. We want our clients to feel the are receiving a good value based on the fees paid to our firm.

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Services

Preparation in individual and business taxes (1040, 1120, 1120S, 1065)