We believe that quality service is the result of sincere effort, intelligent direction and skilled implementation.

Our commitment to our clients is dependent upon and consistent with our commitment to our professional staff. Our clients and employees are not outsiders in our business — they are part of it.

Tate & Tryon is dedicated to:

  • Providing high quality service to all of our clients
  • Continuing a leadership role in identifying and interpreting issues affecting our clients
  • Providing professional opportunities and job satisfaction to employees within the Firm, consistent with the business needs of our clients.

Solid Client Retention

“Tate & Tryon has been faithfully serving NAILBA for over 10 years. We consider them to truly be an extension of our own staff. They are responsive at any and all levels, and are always willing to answer questions or provide additional information. The Tate & Tryon folks are always personable and professional. It is also important to note that if any concerns do arise, they are immediately and adequately resolved.”

Jack Chiasson, CAE, Chief Executive Officer
National Association of Independent Life Brokerage Agencies

Peer Review

As a member of the American Institute of Certified Public Accountants’ (AICPA) Governmental Audit and Employee Benefit Plan Audit Quality Centers, Tate & Tryon is committed to adhering to the highest quality standards by voluntarily agreeing to the membership requirements, which include designating a partner responsible for the quality of our nonprofit audit practice, establishing quality control programs, performing annual internal inspection procedures, and making our peer review report findings publicly available.

Every three years, Tate & Tryon is required to undergo an outside peer review of the quality control policies and procedures within the Firm’s accounting and auditing practices. This outside peer review—performed by an independent certified public accountant and approved by the AICPA—provides assurance to the Firm and our clients that we continue to conform to the high standards of quality control set forth by the AICPA.

Since its inception, Tate & Tryon has successfully participated in the peer review process and has received the highest quality reports on our compliance with professional standards.

Click here to view a copy of the Firm’s most recent peer review report.

International Reach through the Leading Edge Alliance

Tate & Tryon is an active member of one of the most prestigious global accounting firm alliances – Leading Edge Alliance (LEA Global). As the second largest international professional association in the world, LEA Global is comprised of more than 200 independently owned accounting and advisory firms operating in over 100 countries with expertise in many service lines and industries. This membership gives Tate & Tryon access to a global knowledge base to assist its clients with challenges affecting their organization in the U.S. and abroad. The Leading Edge Alliance gives Tate & Tryon a unique advantage as through this international affiliation our clients have access to an even deeper pool of technical expertise, research, resources and tools typically reserved for clients of international accounting firms.