helping you make smart, confident decisions

Whether you’re running a business, your individual finances or both, surround yourself with people who have a passion for your vision plus subject matter expertise in the nuts and bolts of the issues you face. Being an ORBA client means that specialists beyond your primary contact will take up your cause as if you are their client.  Because you are.

Here’s what you can expect from our relationship:

  • deep expertise in complex family business and personal dynamics; you’ll work with seasoned, hands-on, ultra-responsive partners—our always on call service ethos delivers passionate client care;
  • go-to advisors and a sounding board for all things—part consultant, part concierge—we work to be the people you rely on for guidance when you are not sure about what step to take next;
  • confident, good-natured, easy-to-be-around people—you’ll enjoy working with us and we know that we will enjoy working with you.

Membership with BDO Alliance USA

We are an independent member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals. The BDO Alliance USA presents an opportunity for firms to expand services to clients without jeopardizing our existing relationships or our autonomy by accessing the resources of BDO USA, LLP and other Alliance members. The BDO Alliance USA was developed to provide Member firms with an alternative strategy for gaining competitive advantage in the face of a changing business landscape. The Alliance represents an opportunity for BDO to enhance relationships with reputable firms that share a mutual business understanding. The BDO Alliance USA is a subsidiary of BDO USA, LLP, a Delaware limited liability partnership.

Guides

ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

request guide

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Forward Thinking
Forward Thinking