The enlightened taxpayer understands that there exists considerable value beyond the mechanical preparation of tax return forms and that the ongoing advice of a seasoned professional is likely to improve their financial livelihood. They understand that the escalating levels of sophistication in the tax code make it unlikely that they will be able to apply all the relevant taxation laws to their very unique situation.

The enlightened taxpayer may possess the organizational skills and intellect to prepare their own income tax return. However, they know that their time is extraordinarily valuable and better spent with family and friends than sifting through tax code. They are able to recognize the value of a long-term relationship with their accountant that reaches beyond a series of annual income tax preparations. They value a professional relationship that is never transaction based instead it is forged from trust, clarity of communication, and an unyielding desire to act in their best interest.