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Sechrest & Bloom, LLC
       
 
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Additional information
 
Sechrest & Bloom, LLC
 
 
Overview: 

Sechrest & Bloom, LLC (formerly Sechrest & Associates, CPAs) is dedicated to providing high quality tax and accounting services for individuals and businesses.

We believe in a high level of client contact and use a customized approach in helping with your issues and situations. Our staff is here to help educate and guide you through the myriad of accounting and tax implications involved in making financial decisions.

Sechrest & Bloom, LLC helps you navigate our complex tax code and provides guidance in tax planning to address wealth accumulation and security. In the course of tax preparation and tax planning we develop an action plan to establish and track vital issues that affect your life planning. Additionally, we are QuickBooks Certified Professional Advisors and as such, provide help with your business’ management and accounting information systems.

By combining the expertise of Sechrest & Bloom, LLC with our sister firm, Sechrest Financial Services, LLC we offer comprehensive and all-encompassing life planning for individuals and businesses. Our integrated approach gives you the benefit of financial advisory services that consider the tax and accounting implications of all decisions. By using this synergistic approach, you are able to meet your specific goals in a cost-saving and tax-beneficial manner.

Ethics

We adhere to the American Institute of CPAs (AICPA) Code of Professional Conduct and the AICPA’s Statements on Responsibilities in Personal Financial Planning Practice.

We have ongoing continuing education ethics requirements for our professional certifications, including our CPA, CFP, and PFS designations. We take the applicable Ethics continuing education classes that are required to renew these certifications regularly.
Philosophy

   We approach all tax, financial, and life planning issues in an educational and guiding approach.
   We value the role of technology in business and want to maximize the usage of technology to provide excellent client service.
   We want to be a trusted and supportive member of the community we live and work in.
Formerly known as:  Sechrest & Associates, CPAs


 
 
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