Our Approach

While working with Silvermark CPAs & Advisors, you'll discover a noticeable difference, compared to other CPA and Business Advisory Firms. Our Approach to service encompasses 5 distinct, but equally important, standards we commit to. By adhering to these standards, we believe your experience with our team will speak for itself.

Strategy – We will set a meeting with you quarterly, annually, or for any life event to plan your strategy for you and your business. We will provide a strategy to be executed over a timeline, whether its quarterly, annually or for the remainder of you or your business life.

Solutions – We are committed to providing you with Solutions utilizing the Strategy or Strategies executed.

Dedicated Resource - You will have one primary service professional with National Firm Experience and Training, and a secondary service professional if that person is unavailable.

Timeliness - We have a four hour or less response window to any question concerning your service and you may contact your service professional via cell phone at anytime.

Quality - Our team of advisors will have the qualifying certifications to serve you with quality and will work directly with your primary service professional.


We take your privacy seriously. View our privacy policy for more information.


Congress made significant improvement in the tax treatment of RICs . . .