Our partnership brings together over 50 years of combined professional experience. Our vision is to successfully serve closely held corporations, partnerships, individuals and trusts providing a portfolio of services.

Quay Financial is deeply committed to providing complete and accurate information on a timely basis. We approach our client's financial records with the same level of attention and care that they would. Our process begins with evaluating our client's immediate and long term needs and together we design an economic solution.

We came together as CPAs from diverse backgrounds, and together we provide a unique blend of talent. Along the way, we have learned much, giving us a profound base of knowledge, experience and insight to benefit our clients.

OUR FINANCIAL SERVICES PLATFORM

Quay Financial is a CPA firm providing sophisticated tax, accounting and recordkeeping services to businesses and individuals in a variety of industries. Our principals are personally involved in all aspects of the services we provide to our clients. Our ongoing investment of time and resources in professional continuing education, state-of-the-art technology and business relationships is indicative of our commitment to excellence.

Our services include traditional income tax planning, family, estate and trust planning, and tax return preparation. We provide accounting and reporting services to our clients as well as unique outsourced accounting solutions for investment partnerships, closely held corporations, trusts, and individuals.

We work closely with our clients and their team of professional service providers, including attorneys, financial planners, investment managers, and other specialty CPA firms, to deliver a strategic solution.

Please feel free to contact us with any questions or comments you may have. We are dedicated to being proactive and responsive to your inquiries and suggestions.

ONLINE SERVICES

In addition to providing you with a profile of our firm and the services we provide, this website has been designed as resource tool for you.

Info Center – Provides access to selected Federal Tax Forms and IRS Publications as well as a Tax Organizer for new clients
Newsletter – Our newsletter is updated regularly to provide the latest tax information
Financial Tools – These online calculators can help answer many of your financial questions
Internet Links – Links to external websites of interest