Boardwalk Financial Services was founded with the goal of assisting our clients in every aspect of their financial lives. Our clients say that we provide a nice, peaceful, nonhectic environment where they feel comfortable knowing that we are focusing on what’s important to them.

What’s Important About Money…To You?

Anyone who has been concerned about their overall financial life needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our goal is to understand the importance of money in your life and then help you create a very specific, written long-term strategy that will enable you to make smart financial choices. Introducing your Personal Financial System.^TM

Affordable and Complete Enterprise Tax, Financial and Employee Benefit/Insurance Solutions

We provide a complete Wealth Management Suite for Businesses and Entrepreneurs. Our clients depend on us to understand their business objectives, design integrated Tax, Financial and Employee Benefit strategies, and render ongoing assistance and professional management.

Nick Vantine, CPA/PFS

Before organizing his own firm in 1990, Nick was a Tax Manager with the Boston office of accounting firm Price Waterhouse, serving start-ups, private and public companies, and executives and high net worth families.

Crabtree CPA & Associates is a broad-based professional certified public accounting and consulting firm. We will proactively pursue and respond to the needs of clients by rendering a wide range of high-quality professional services commensurate with our collective abilities and representing true value in relation to cost. Although we will continue to operate the firm in conformance with sound business practices, we will remain a professional firm with our primary emphasis on serving, not profit.

Crabtree CPA & Associates is guided by our Philosophy that is based on certain core values and perhaps best expressed in condensed form by the Golden Rule: ” Do Unto Others As You Would Have Others Do Unto You.” It is symbolized by the Crabtree CPA & Associates gold ruler and implied in the Crabtree CPA & Associates motto: ” We Care.” We care about our clients, we care about our work, we care about our families and our communities, and we care about each other.

Although the Crabtree CPA & Associates Philosophy can be summarized by the Golden Rule, it is comprised of many principles, such as those in our Statement of Principles namely: Service, Ethics, Recruitment, Compensation, Individual Progress, Advancement, Teamwork, Delegation, Education, Leadership, Individual Freedom, Communication, Decision Making, the Common Good and Balance.

These important principles include fairness; doing everything for the individual up to the point of harming the team; helping the individual and our clients to become all that they are capable of becoming; optimizing, rather than maximizing, our financial success; and doing what is right for the right reasons, with the major emphasis on the long-range consequences of our decisions.

Although we will continue to expand and refine the Principles embodied in the Crabtree CPA & Associates Philosophy, our emphasis will be on communicating, exemplifying and living the Golden Rule day in and day out.