Our transition to working with Innovative Solutions has definitely been positive. I appreciate their business model because it allows us to communicate with our accountant on a regular basis and to get good, solid advice when we need it and to plan proactively. I actually think I’ve gotten more good advice and had more communication from the team at Innovative Solutions in the last 6 months than I ever got from our prior CPA in all the years that we worked with him.

My husband and I have run an auto repair shop for 25 years. About 12 years ago we switched accountants and began working with Terri Davis. Her firm is now called Innovative Solutions CPAs & Advisors. From the beginning, Terri was able to explain things so I could understand them. She uses our financial reports to point out where we need to improve, and also pats us on the back when we are doing well. Essentially, she holds us accountable to run our business better.

Under the guidance of the team at Innovative Solutions, I have made several major changes which have had a positive effect on my current tax obligations, but more importantly on my retirement goals...If your needs include tax planning strategies and a plan tailored to specific goals I would recommend Innovative Solutions. I wish I had been referred to them years earlier as it would have gotten me on track to reach my goals earlier.

I have been running my Cement Contracting business for 33 years. A few years ago, I started to feel like I had outgrown my CPA who I only talked to once a year at tax time. I had put my business into an LLC and I needed some good advice. I was uncertain at first about working with Innovative Solutions, mainly because the price was significantly higher than what I was paying before. Now I know I made the right decision.

We needed to look for an outside accounting firm to help us with the bookkeeping and accounting requirements. Innovative Solutions has helped us in this respect by making sure our books are up to date, accurate and in compliance with our bond.  They have also improved our internal controls, made our accounting practices standardized and more transparent to residents, and helped with practices that will prevent fraud...I am very confident when my two-year term is up, that my replacement will have an easy transition with the help and support that we have from Innovative Solutions.

After a series of problems with prior CPAs, including poor communication, surprise bills, and slow service, it is refreshing to have found them. They are very approachable people who communicate with us regularly.  We have informative quarterly meetings with them in which we discuss the health of our business.  They also provide us with tax projections so we always know in advance how much we will be paying in taxes and will not have any financial surprises.  We also regularly discuss with them various opportunities for tax deductions.