Wallace W. Tapia, CPA, founded the Firm bearing his name in January, 1990 after having served as a tax partner with the regional public accounting firm of Smith, Batchelder & Rugg. At present, the Firm offers auditing, accounting, tax, and consulting services to a variety of individuals, nonprofit organizations, and small businesses throughout Vermont. All professional staff are members of both the Vermont Society of Certified Public Accountants and the American Institute of Certified Public Accountants. The Firm's commitment to providing complete professional services to its clients is evidenced by the regular enrollment of Firm personnel in continuing education courses which are normally concentrated in the areas of auditing, accounting, and taxation.
In addition to the partial listing of professional activities outlined in the attached, members of the Firm have given numerous other presentations on accounting, auditing, management, and tax issues to the Vermont Society of Association Executives, the Lake Champlain Regional Chamber of Commerce, the Vermont Bankers' Association Trust Committee, and the Central Vermont Chamber of Commerce. In September of 1992, 1995, 1998, 2001, 2004, 2007 and 2010, the Firm underwent, and successfully completed, an independent Peer Review. The review, which is part of the practice-monitoring program implemented by the American Institute of CPA's, resulted in the Firm receiving an unqualified opinion each time with respect to its quality control policies and procedures. Since no inadequacies in the Firm's quality control system were noted, a Letter of Comments was not issued.
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff, spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole Firm.
Our firm is responsive. Companies who choose jour firm rely on competent advice and fast, accurate personnel. We provide total finance services to individual, nonprofit organizations, small business, and other agencies.
To see a listing of our services, please take a moment and refer to our services page. Because we get new business from the people who know us best client referrals have fueled our growth in the recent years.
Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.
An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves.
Our primary goals as a trusted advisor it to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.
We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients
We will answer all of your questions, as they impact both your tax and financial situations and we welcome you to contact us anytime.