Mission, Vision and Values

Mission Statement

Community Tax is a full-service tax company focused on serving our clients with trusted advice. We are:
  • Client centered: We stake our collective success on the personal success of our clients, case-by-case, regardless of size.
  • Solutions-oriented: We measure ourselves by the solutions we provide, leveraging our industry and expertise to secure the best possible outcome for our clients.
  • Principled in our advocacy: As a community of advisors and advocates, we show respect to our clients, for one another, and for our business by conducting ourselves with transparency, predictability, and candor.

Vision Statement

We believe that our common values, combined with hard work, make us an uncommon company. We strive to be remarkable. In the long-term, our goal is to be an industry benchmark in client value and operational efficiency. In the now, we strive to be:
  • Evolutionary and innovative: We strive to cultivate our expertise, expand our knowledge base, leverage technology, and refine our practice, case-by-case, and in every function of our business, every day.
  • Data-driven and agile: We constantly measure our progress, make decisions based upon the best evidence before us, and conform our process and practice wherever the data may lead.
  • Always accountable: We answer to the client, to one another, and to ourselves. We take ownership of our respective roles in capturing collective success. We accept feedback and coaching as an on-going process necessary to become better at what we do.

Core Community Values

integrity
Integrity. As advisors, advocates, experts, and colleagues, everything we do starts from a core commitment to conduct ourselves as conscientious professionals. We are governed by a collective and mutual expectation of honesty, candor, and transparency. We are practical, but we are not cynical.
Innovation. We embrace the inherent opportunity of productive change. We maintain a posture of poise and level-headed positivity regardless of the challenges we face, and seize every opportunity to craft and refine new solutions that capture upside for our clients and our company. We strive to disrupt the status quo and reward innovation.
innovation
excellence
Excellence. We endeavor to have the most expertise and to perform the most efficiently in the industry. We take pride in our work and we own our successes. We look upon personal and collective setbacks will clear eyes, accept responsibility for and learn from our mistakes, and commit ourselves to continual improvement. This is a meritocracy. Success is both earned and rewarded in kind.