Our Mission Statement

• Our mission is to provide professional accounting, consulting and tax services to individuals and small business owners, including their employees and families.
  
• Our goal is to provide our services in an professional manner with honesty, integrity, and compassionate financial caregiving.
  
• Our approach is to listen intently, focusing intellectual energy and educational skills to create unique solutions to our clients' special situations.
  

Our Goal

For Businesses:

O'Connor & Ward, CPAs, LLC is committed to your success. We make it our business to know your business well enough to help you improve your tax position, capital position, business structure and benefits packages, acquisition potential, and much more. We earn our fees by adding value to your company and to your asset base and we are ready to apply our skills and knowledge to enhance your company's growth and success. Together we can navigate the intricacies of doing business in today's fast-paced and ever-changing economy. We are looking forward to working with you.

Some of the Professional Services we offer for our business clients are:

• Tax Return Preparation
• Bookkeeping
• After-the-Fact Payroll Services
• General Business Consutling
• Write-up and Compilations

For Individuals:

O'Connor & Ward, CPAs, LLC is committed to your financial well-being, too.  We will work with your family's other professionals (such as your insurance agent, your attorney, or your financial planner) to coordinate our professional services with their programs.

Some of the Professional Services we offer for our non-business clients are:

• Indivdiual Income Tax Return Preparation
• Estate and Trust Income Tax Return Preparation
• Personal Financial Planning
• Employee Benefits Analysis
• Retirement Planning
• College Funding Planning