Lange, Poteet & Co. is known for going above-and-beyond to meet our clients’ individual needs and for focusing on quality over quantity. Our long-term personal commitment to our clientele is evidenced through our client relationships that have lasted decades— in many cases, through multiple family generations. We continue to grow by word-of-mouth and professional referrals alone, as 100% of our client base is from existing client referrals and recommendations from well-established institutions throughout our community.
We strive to live up to our reputation of personalized, high-quality service that fosters a strong relationship between our staff and our clientele.
Our firm offers a wide range of services to our individual and business clients. As a smaller but established company, we are able to take a more personalized and tailored approach when it comes to meeting our clients’ needs.
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently.