When you work with Loomis & Co., you receive:

Insight into your Business and your Taxes

  • Consulting services average a third of our business - we search for ways to help you identify and solve problems and build profitability
  • We leverage our knowledge and perspective of your business and similar businesses to help you
  • We give you quality, timely financial statements and tax returns and use the knowledge we gain about you and your business to your advantage
  • We identify what is going well, where improvements can be made in your business, and what
    potential future issues and challenges you may face

Proactive Help for You

  • We can meet with you today or tomorrow - 80% of the time
  • Direct phone lines - we answer our own phones
  • Four hour response to phone calls
  • Candid communication throughout the year
  • Fresh ideas that will make a difference
  • National and international resources through CPACONNECT

People Who Know Your Business

  • We work only with privately held businesses and their owners
  • You do not pay for training or start up costs
  • We have good relationships and work closely with bankers, attorneys, and sureties
  • We work closely with your staff to leverage their abilities
  • Our professionals are constantly learning - we provide on average over double the required amount of education annually
© 2013 Loomis & Co.LLP. All Rights Reserved. Contact us at 408.385.3400 or 831.600.3200 | Member of the CPACONNECT Association