Allow me to introduce myself and my practice. Williams Group Advisors, P.C. was established as a full service CPA practice to serve the tax, accounting and consulting needs of businesses, partnerships, and other organized entities, as well as individuals with complex tax issues. I am focused on practicing in the areas where my experience can really be a benefit to my clients, and I do not get bogged down during busy season dealing with run of the mill tax returns. For me, being a benefit to my clients is where job satisfaction comes from, not from doing the accounting work itself. I think this is what sets me apart from most other CPA’s or Partners. Many of my clients have come to me after working with larger firms, and they are all very satisfied with having made the change for a variety of reasons. Some of these reasons include tax savings, responsiveness, flexibility and a more reasonable fee structure, among other things. Although I do work with some start-up clients, my typical client revenues range from $500k to $20 mil. We are paperless, the staff works remotely, and we are technologically capable. It is my belief that clients receive the most value from my services through personal knowledge and work performed by myself and my staff. My clients will have a CPA on their side who really knows them, and will never have to deal with 3 layers of management and a revolving and unfamiliar staff.
I’ve been in public accounting for over 15 years and I view this business as a hands on business when serving small to mid-sized businesses and individuals. I do most of the tax work myself, and I have staff to help with some of the accounting services work. Early on I knew that I had to find ways to help my clients save money on taxes, after all, if I could not do that, why would anybody want to pay for my service? I began by getting my Masters in Taxation which helped be to understand the more complex aspects of the tax code, and to be more confident in navigating through grey areas and risks, rather than avoiding them. I’ve worked for both smaller regional firms where I practiced mostly with small businesses and individuals. I went on to join PricewaterhouseCoopers as a tax consultant, where I traveled the country and worked on some of the biggest clients in the U.S. Now, with my own practice, I service my clients with a dynamic perspective and deep knowledge base not typically available in the markets I serve.