“Excellent client service is about more than just expertise – it’s about building meaningful relationships, understanding each client’s unique needs, and offering solutions that truly make a difference in their lives. I enjoy serving clients because I get to help them navigate the complexities of tax law, providing clarity and peace of mind. Becoming a CPA was a natural choice because I have a passion for helping people make sense of the details, while ensuring they stay on track and maximize their potential for success.”
Alisha Garrett, CPA
Director, Tax
What I do for Clients
I appreciate my clients by understanding what it's like to be in their shoes. My background in both industry and public accounting has given me insight into what truly matters to clients and how to communicate effectively, ensuring we work together to achieve the greatest business success.
When I’m not at work, you can find me spending quality time with my family in the pool, playing tennis, cooking southern Louisiana cuisine, or traveling to Hawaii or the Caribbean islands.
“Excellent client service is about more than just expertise – it’s about building meaningful relationships, understanding each client’s unique needs, and offering solutions that truly make a difference in their lives. I enjoy serving clients because I get to help them navigate the complexities of tax law, providing clarity and peace of mind. Becoming a CPA was a natural choice because I have a passion for helping people make sense of the details, while ensuring they stay on track and maximize their potential for success.”
Alisha Garrett, CPA
Director, Tax
What I do for Clients
I appreciate my clients by understanding what it's like to be in their shoes. My background in both industry and public accounting has given me insight into what truly matters to clients and how to communicate effectively, ensuring we work together to achieve the greatest business success.
When I’m not at work, you can find me spending quality time with my family in the pool, playing tennis, cooking southern Louisiana cuisine, or traveling to Hawaii or the Caribbean islands.
What does it mean to you to be an “Approachable Advisor”?
Being an Approachable Advisor means creating a space where clients feel comfortable, heard, and respected. It’s about being someone they can easily connect with, ask questions without hesitation, and trust to provide honest, clear guidance. It’s not just about offering expertise but also about being empathetic, understanding their unique needs, and communicating in a way that builds a genuine, supportive relationship. It’s the balance of being knowledgeable while being relatable and easily accessible.