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ABOUT US
Professionalism, Timeliness, Accuracy
At CGX Advisors, our objective always remains unchanged -- no matter the size or type of client we are partnering with. We seek a deep understanding of our client’s current financial situation, map out your vision for your financial future state, and create an action plan to assist you with reaching that goal. By taking this approach you can operate with less stress and more profit.
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For our clients looking for help with tax preparation, we offer a personalized, professional, and timeliness touch. We know that this is a stressful time of the year, so we do the heavy lifting to lighten your load. For our business clients, we understand that time is limited, we provide services that assist with your overall financial health. To ensure you're always in the know, we provide regular reporting-- that’s found to be understandable, valuable, and, most importantly, actionable.
Our Approach
A passion for equitable accounting
With over 15 years of experience, CGX Advisors has become experts in helping clients reach their financial potential. We ensure that individuals, small business, corporations, non-profits and all of the other clients we work with have a accurate understanding of their finances, allowing them to maximize their profits.
We pride ourselves on being a trusted and professional accounting firm. Whether you need assistance with tax preparation, bookkeeping, or any other accounting related matter, we would love to create a partnership.
Our Mission
To assist clients with reaching their current and future financial goals by understanding their current financial situation, creating or learning their financial vision, and building the road map to get them there.
Our Vision
To be recognized as a trusted, reliable, and professional tax and bookkeeping firm by providing client education and an extensive range of financial services.
Our Core Values
Building Trust
With transparency, clear communication, and timely response.
Demonstrating Integrity
By operating ethically, being honest, and making well intentioned decisions.
Practicing Humility
As we remain humble, we identify opportunities and seek improvement.
Being Accountable
Through owning our decisions, accepting responsibility, and standing by our results.
