MISSION & Values

  ChaseOne Tax Preparation
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At ChaseOne, we are tax professionals and trusted business advisors who serve the unique and far-ranging needs of family, entrepreneurial owners and high net worth individuals and families. 

We work collaboratively with our clients to deliver innovative, proactive and highly personalized tax, financial, and business advisory services. We are creative thinkers and skilled problem solvers—with strong technical and business skills and a big-picture perspective on each client's financial and business situation. 

We build close, lasting relationships with our clients based on integrity and accountability, expertise, responsive service, and effective communication. And we help our clients to succeed. 

We achieve our mission through the integration of eight core values: 

Integrity
We act with honesty and integrity. 

Quality
We demand excellence in everything we do and hold ourselves to the highest standards. 

Accountability
We assume responsibility for the quality of our relationships with our clients, our colleagues and our profession. 

Collaboration
We value teamwork, mutual trust and respect. We work closely with our clients to identify opportunities and solve problems. As a result, we develop a perspective that allows us to be proactive in the services we provide. 

Communication
We are always available and responsive to our clients' needs. We maintain regular contact, we listen and we communicate in plain, readily understandable language. 

Individual Growth
Our people are our greatest asset. We treat them with respect, and we provide them with an environment that supports and encourages personal, professional and technical growth. 

Culture
We create a positive and enjoyable workplace. While our culture includes a strong work ethic, we acknowledge the importance of personal and family time. 

Philanthropy
We are generous in support of our profession and community.

We're a firm that's built around proactive, year-round relationships. It's why we stay involved with our clients throughout the year, even when that means being available on short notice, at night or over a weekend. 

And because we want our clients to feel free to contact us anytime they need good advice, we don't charge for quick questions. 

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  • Home
  • Book Your Appointment!
  • Contact
    • About Our Services
    • Mission & Values
    • Payment
  • Receiving a Notice from the IRS
  • Online Advisor on Taxes
  • Online Advisor on Finance
  • Online Advisor on Business
  • Comments by clients
  • TY 2018 Prep: Items needed
    • Directions to Office
    • Engagement Letter
    • Client Tax Organizer
    • Forms
    • Business/Rental Organizers
  • TIPS
  • Choosing a Tax Preparer