Calvetti Ferguson, a full-service CPA firm, has achieved a significant milestone by being named one of Forbes America’s Best Tax Firms. This recognition places the firm in an exclusive group of around 200 tax firms across the United States, highlighting its dedication to client success and professional development.
The acknowledgment by Forbes is more than just an award; it’s a strong confirmation of Calvetti Ferguson’s core values and goals. Jason Ferguson, the firm’s managing partner, emphasized this point: “The title of ‘Best Tax Firm’ affirms our goals as a company – to continuously add value to our clients while developing a team centered around growth and consistent progress.” This approach, deeply ingrained in the firm’s culture, drives their pursuit of exceptional service and innovative solutions for their diverse clients. Ferguson also expressed gratitude for clients and partners’ crucial role in helping them earn this honor, noting, “We appreciate the recommendations from our clients and partners to earn this award and to help push us forward into a new year of providing excellent client service.” Their trust and support are vital to Calvetti Ferguson’s continued success.
A Rigorous Selection Process: Forbes and Statista’s Approach
The strict process behind the Forbes America’s Best Tax Firms award highlights how credible and prestigious this recognition is. Forbes worked with Statista Inc., a well-known leader in market research and data analysis, to conduct an independent and thorough survey. Statista’s expertise in statistical analysis and industry rankings ensured a fair and complete evaluation.
The survey was extensive, gathering insights from over 4,000 tax and accounting professionals. This robust data collection included important recommendations from two key groups: peers working within the tax and accounting industry and clients who partner with tax and accounting firms. This dual perspective offers a complete view of a firm’s reputation, assessing not only its technical skill recognized by industry colleagues but also its client-focused approach and the real value it provides to businesses and individuals. Being recognized through such a comprehensive and peer-driven process truly emphasizes Calvetti Ferguson’s standing as a leader in tax services.
Unwavering Client Satisfaction: A Net Promoter Score (NPS) Above 70
A key indicator of Calvetti Ferguson’s commitment to client success is its consistently high NPS. This widely recognized metric measures client loyalty and the likelihood of clients recommending a firm’s services. Calvetti Ferguson consistently achieves an NPS above 70, a level considered “world-class” within the professional services industry. Currently, the firm’s NPS stands at an impressive 88, reflecting exceptional client satisfaction and a strong network of advocates eager to recommend Calvetti Ferguson to their colleagues and friends. This outstanding score isn’t just a number; it’s a testament to the firm’s dedication to understanding client needs, delivering proactive advice, and building long-lasting relationships based on trust and results.
A Legacy of Growth and Client-Centric Service
Calvetti Ferguson’s journey began in 2003, founded with a clear vision to provide CPA services that go beyond traditional compliance. From its inception, the firm focused on building a team with deep industry knowledge and an entrepreneurial mindset, aiming to be a true partner in its clients’ growth. Over the years, Calvetti Ferguson has steadily expanded its footprint, serving businesses and individuals across diverse sectors, including private equity, energy, real estate, and construction. This growth has been organic and through strategic acquisitions, driven by a consistent commitment to excellence, investing in top talent, and adapting to the market’s evolving needs. The firm’s history is marked by continuous innovation in service offerings, from initial Sarbanes-Oxley consulting to developing comprehensive tax, audit, risk, and advisory practices, consistently delivering measurable value and fostering long-term client relationships.
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