Your partner in building a strong financial foundation.

SIGMA was created to have the feel of a small boutique accounting firm that has all the capabilities of firms many times our size.  Our experience has taught us that clients are looking for solutions.  We provide those solutions in the areas of tax, accounting services, consulting, and business succession planning.  Our partners and employees are committed to being your responsive long-term business partner.

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What We Do
Creating Lasting Connections

We believe that a meaningful business connection is built on trust, understanding and shared experiences. We won’t recommend anything that we wouldn’t do personally. Whether you’re here to connect with like-minded individuals, find new opportunities, or grow your business, we are dedicated to helping you foster relationships that last.

Who We Are
More Than a Client To Us

Our clients become more like family to us than just a client. We’re here to become a trusted partner in your success. We take the time to understand your unique needs, offering tailored solutions that align with your vision, challenges, and aspirations. We measure our success by your success.

Lee Johnson, CPA, CGMA, CFP®

Member/Partner

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Sandie Neal, CPA

Member/Partner

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Jake Martin, CPA, CFP®

Tax Planning Specialist

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Our Process
We Strive for Excellence
as Much as You Do


We Get To Know You

Every client brings different goals and circumstances. We take the time to tailor advice to you and your situation.


We Help you Visualize Your Future

We have found that with our guidance, our clients are able to achieve more with their hard earned money. Tax laws are complicated, and depending on your goals, there are often better ways to legally reduce your tax burden. Our clients are successful real estate investors, retirees, professionals, and business owners.


We Think Proactively

Many CPAs only talk to you at tax time, but by that point your tools for tax savings are extremely limited. Proactive means that we are forward thinkers and planners, working with you throughout the year to craft your unique tax solutions.

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How We Help
Everything You Need in One Place

 

TaxDome is a secure portal that we use to send and receive documents. It serves as a one-stop shop for communication and the tax preparation process.


Let's Get Started
Schedule a meeting

If you believe working with a tax professional could benefit you, let's review your financial situation, tax strategy, and goals to determine if you're a good fit for our services.

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