Our Mission
“To improve the lives of those we touch, by delivering exceptional client experience that contributes to their Freedom, Prosperity, and Long-Term Success”.
Our deliverables are Trust, Peace of Mind, and Expertise.
We believe that accounting is the intersection of Art and Witchcraft.
We help you beat the IRS, legally!
Our Core Values.
Work Hard, Play Hard
- We are made of steel.
- We hold ourselves to extraordinarily high professional standards and strive to exceed them.
- We have a high performance and high rewards culture.
Belonging & Collaboration
- We openly communicate our goals, needs, struggles, good news and opinions.
- We work together towards a common goal. Everybody’s input matters to create a phenomenal client experience.
Care & Delight
- We’re dedicated to the well-being of our families, team, clients and community.
- We’re committed to being attentive, calculated & considerate in the way we speak, behave, and do our work.
- The client is always right. Until he/she is fired.
Long Game
- We make sacrifices now, to reap the benefits later.
- We choose our habits, routines, principles, values, and actions accordingly.
- We stay committed to our goals.
Continuous Improvement & Accountability
- No one has all the answers.
- A culture of humility, resourcefulness, and continuous improvement are bedrocks of our success.
- We acknowledge and own up to our responsibilities, making it right when we make a mistake.
- We see tasks and projects through until they’re done and done well.
Meet the Team.
Borbala Banto, CPA
Founder & CEO, Concierge CPAs
Favorite Thing About My Job: “Listening to all the exciting stories of our clients.”
Hobbies: Travel, Travel, Travel!
If I Won The Lottery: “I’d make plans to travel the world.”
Laszlo Szilagyi, CPA
Director, Concierge CPAs
Favorite Thing About My Job: “Helping clients grow their businesses”
Hobbies: Biking & Snowboarding
Best Piece of Advice: “Dreams remain dreams until you take action.”
Lora Lyden
Senior Staff Accountant,
Bookkeeping/Payroll Specialist
Favorite Thing About My Job: “Feeling that I’m making a positive impact in the daily lives of our clients”
If I Won The Lottery: “I’d travel the world with my family.”
Robert Nemes
Senior Tax Associate,
Small Business Specialist
Hobbies: “Playing or watching soccer & hanging with my dog.”
If I Had A Superpower, It Would Be: Invisibility
Melinda Kurti
Personal Income Tax Specialist,
Bookkeeping/Tax Specialist
Favorite Thing About My Job: “The process of solving a problem”
Hobbies: Photography & Floral Arrangement
If I Won The Lottery: “I’d invest and give to charity.”
Get A Chance To Sit Down With Us One On One.
Schedule Your Free Financial Discovery Session Today.