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Our Firm

About Our Firm

Novak CPA & Financial Services is a tax preparation and accounting firm specializing in assisting individuals, professionals and small businesses with the complexities of today's tax and business regulations. We provide our customers with "Financial Peace of Mind" by holding their hands through these processes. We work closely with each client to help them achieve their individual goals. Each of our customers is to receive the support that we would expect to receive from other professionals.

Our staff consists of experienced professionals with a "hands on" approach to providing guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality.

Our Core Values


  • Ethics and integrity in all that we do
  • Clients are our most valuable asset
  • Open honest communication.
  • Expect more; demand more; provide more.
  • Forward thinking. Plan for and design strategies years in advance


Our Mission

To provide our clients with the highest quality tax and accounting services available by combining our experience, expertise and commitment to client service


Since our business is predicated on the confidence our clients place in our company and staff, any and all client information is strictly confidential. We do not disclose any nonpublic information about our clients or former clients to anyone without specific authorization from the client, unless required by law. We restrict access to nonpublic information about clients to those of our employees who need to know that information in order to provide services to that client. We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard our clients nonpublic personal information.

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