Innovation at
The Accountancy

As trusted tax advisors and financial consultants, we are privileged to help business owners, individuals and families reach their professional and personal goals. Innovation is at our core.

How do we innovate? We innovate by listening to you. Clients say our conversations often lead to unexpected insights that make a difference for them, today and tomorrow.

For several decades, The Accountancy has helped people reach their goals. We’ve grown and prospered along with our clients because we innovate. Behind the numbers, we see people and we hear their stories. We see business owners, entrepreneurs, and executives working hard to secure their financial futures. We see parents planning for college, and grandparents managing retirement. We see people fighting to leave a legacy for their loved ones.

Let us help you put your financial house in order and keep it in order.

John L. Sadd, Jr. Senior Partner

John
Sadd

CPA, CGMA

Mike is a seasoned financial professional with more than 30 years of experience as a CPA, financial planner and business consultant.

Michael Velazquez CPA. PFS, CFP, MSP, CGMA

Michael
Velazquez

CPA, PFS, CFP,
MSP, CGMA

Mike is a seasoned financial professional with more than 30 years of experience as a CPA, financial planner and business consultant.

Kirby Higashi CPA/PFS, CFP®, MSP

Kirby
Higashi

CPA, CGMA

Mike is a seasoned financial professional with more than 30 years of experience as a CPA, financial planner and business consultant.

Nassif Shammaa CPA/PFS, CFP®, MSP

Nassif
Shammaa

CPA, CGMA

Mike is a seasoned financial professional with more than 30 years of experience as a CPA, financial planner and business consultant.

Argin
Mahmoodi

CPA, CFF, CFE

Mike is a seasoned financial professional with more than 30 years of experience as a CPA, financial planner and business consultant.

Steven Clement CPA/PFS, CFP®, MSP

Steven
Clement

CPA, MBA

Mike is a seasoned financial professional with more than 30 years of experience as a CPA, financial planner and business consultant.

The Accountancy Mary Jo Wiedey

Mary Jo
Wiedey

CPA

Mike is a seasoned financial professional with more than 30 years of experience as a CPA, financial planner and business consultant.

Melody Daniel

Melody
Daniel

CPA

Mike is a seasoned financial professional with more than 30 years of experience as a CPA, financial planner and business consultant.

tax flow chart graphic

Innovative tax reduction starts with planning

While we prepare tax returns, we don’t think of ourselves as tax preparers. Rather, we consider ourselves to be tax advisors.

As your trusted advisors, we are engaged and connected with your financial life.

When it comes to making informed decisions about important personal and professional choices such as estate and succession planning, there’s no one better suited than your team at The Accountancy.

Proper bookkeeping and accounting require patience and attention to detail.

Whether you are just starting out with QuickBooks, have been using the program for a while, or want to transition your bookkeeping needs to a professional, The Accountancy can help.

Where is your business today? Where is it going?

A financial statement engagement with The Accountancy delivers significant actionable intelligence for the health of your business. It also tells your lenders, advisors and stakeholders that you value transparency and credibility

We’re Dedicated to Improving the Communities Where We Live and Work.

Building powerful business relationships.

Our aim is to provide our clients with an unparalleled level of professional service in accountancy, taxation and associated services on a worldwide basis. To achieve this the members work closely together to exchange knowledge and working practices.

We’re Dedicated to Improving the Communities Where We Live and Work.

Mission Statement

The Accountancy exists to understand and serve our clients as Trusted Advisors in their business and personal pursuits. We will lead, guide, or stand by their side, as we provide forward thinking for their financial future.

We’re Dedicated to Improving the Communities Where We Live and Work.

Vision Statement

To have a positive impact in the lives of the people we serve.

We’re Dedicated to Improving the Communities Where We Live and Work.

Values

Respect, Community, Integrity, Innovation, Trust

Discover What The Accountancy Can Do for You.

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