Caloosehatche Tax & Financial Services

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

About Us

Our mission

To provide a proactive, high quality and friendly service at a price that represents value for money for our clients while providing us with sufficient financial rewards to attract and retain a quality team.

We run a very cost effective business by making the most of modern technology, but we will never be the cheapest solution.

John Ruskin defined value as follows:
"It's unwise to pay too much, but it's also unwise to pay too little. When you pay too much you lose a little money, that is all. When you pay too little, you sometimes lose everything, because the thing you bought was incapable of doing the thing you bought it to do.

The common law of business balance prohibits paying a little and getting a lot. It can't be done. If you deal with the lowest bidder, it's well to add something for the risk you run. And if you do that, you will have enough money to pay for something better."

Our philosophy is to provide a high value service by:

  • Providing the best possible service
  • Aiming to continually exceed our clients' expectations
  • Making the time to really listen to the needs of our clients
  • Suggesting ideas to improve profits and help the business grow
  • Providing professional expertise in order to proactively identify opportunities and provide solutions
  • Being an indispensable part of your business

This is achieved by:

  • Maintaining a small portfolio of high quality clients
  • Employing qualified individuals with a zest for business
  • Investing in training and Information Technology.


To improve is to change. To be perfect is to change often. - Winston Churchill
Procrastination is opportunity's natural assassin. - Victor Kiam
Man without smiling face should not open shop. - Chinese Proverb