Why Work with Us

Why Our Clients Trust Us

Trust matters when you choose an accounting partner. Clients want more than accurate numbers—they want clear communication, dependable support, and a team that understands the importance of every financial decision. At NLATI, we work to earn that trust through a thoughtful, client-focused approach.

Whether a client is managing day-to-day financial responsibilities or planning for what comes next, confidence starts with knowing they have a reliable resource in their corner. Here are some of the reasons clients choose to work with NLATI.

Work with Us!

Making Financial Converstions Clearer

Clear, practical communication is at the center of our client relationships.
Clear communication makes it easier to identify priorities, prepare for upcoming decisions, and feel more confident about the path ahead.

Helping Clients Feel More Prepared

Our team works to give clients useful context, timely communication, and a clearer understanding of the information in front of them. When clients feel prepared, they are better positioned to make decisions with purpose. That sense of readiness is one of the most valuable outcomes a client relationship can provide.

We Focus on Relationships, Not Just Transactions

We aim to build lasting relationships by learning what is important to each client and approaching conversations with respect. That personal attention helps create a more productive working relationship—one where clients feel comfortable reaching out, sharing concerns, and asking for guidance when they need it.

Understanding Importance of Accuracy

NLATI is committed to thoroughness and consistency in every client interaction. We understand that dependable financial information supports better decisions, reduces uncertainty, and gives clients more confidence as they move forward. Careful work is not simply a task to complete—it is part of the trust clients place in us.

We Take Reliability Seriously

Clients depend on their accounting team to be organized, responsive, and consistent. A trusted accounting relationship is built through steady follow-through and attention to the work that matters.
At NLATI, reliability means being prepared, staying attentive to the details, and treating each client’s needs with care. We create a process that gives clients a clearer picture of where things stand, rather than leaving them wondering what happens next.

Treating Every Client With Respect

At NLATI, we are proud to support clients with an approach that is both professional and personal. We want clients to feel comfortable bringing us questions, discussing changes, and sharing their goals. A respectful relationship creates space for better conversations and stronger long-term outcomes.

Trust Is Earned Over Time

Trust does not come from one conversation or one completed task. It is built through consistent communication, dependable service, careful attention, and a genuine commitment to clients’ success. Over time, those everyday actions can create the confidence that makes a professional relationship truly valuable.
That is the standard NLATI strives to uphold. We are grateful for every client who chooses to work with us, and we do not take that confidence for granted. Our goal is to be a reliable resource clients can turn to when they need clarity, support, and a trusted perspective.

What Our Clients Have to Say

Cesar Lopez

Always there when I need them.

DS Popa

Nice, friendly, helpful and competent personel, ready to solve your problems. Keith is one of my favorite business partners.

Kevin Kronfeld

Next Level Accounting has been providing me excellent service. They have a streamlined system that makes things easy and great customer service. Their accounting services have provided me cost saving assistance with accurate and compliant work. I have already recommended them to others, and I have complete trust in the work they do.

Bob Thomas

I have been with Next Level for over 10+ years. Quality personal service with an attention to detail. I and the many clients I have referred to Next Level are very happy with the results.

Smit’s Solutions

If you need a great CPA for your business, it doesn’t get any better then working with next Level Accounting. Timely, knowledgeable and fast. I’ve tried several firms over the past 30 years. Working with Keith has been hands down the best thing I’ve ever done for my business and personal Taxes.

Frank Marisco

Next Level is very responsive to answer questions. They are easy to work with and very thorough.

Lori Phelan

Keith has been my CPA for over 15 years, his tax guidance through many businesses and rental properties over the years have been invaluable.

Kimberly Hayes

Keith is by far the best accountant I’ve worked with. I refer all of my clients to him without hesitation.

Michelle Tung

Keith is always very helpful and patient with assisting me in preparing my taxes. He is up to date with information that can affect taxes and makes sure to inform me of the tax changes that could impact my tax filing. He is very professional but interacts with you in a way that isn’t impersonal and makes you feel very comfortable. I would not hesitate to recommend him to my friends and family.

Paulette Davis

Keith was very thorough and answered all of our questions. Taxes are never fun but Keith made the experience as less stressful as possible.

Ryan Leask

Always very thorough and fast, has provided helpful advice on tax implications for real estate investing and also provided support when I received a Notice of Deficiency from several years ago. He helped me prove it was an IRS mistake and how to work with the US Tax Courts, etc. I highly recommend.

Cynthia Brown

I highly recommend Keith Huggett if you are looking for a true, honest, knowledgeable partner for individual and business needs. I have been with him for over 5 years.

Donna Hogue

I have had the pleasure of working with Keith Huggett for over three years. I met him when my corporation came up against a complicated California Sales Tax issue. His expertise got everything resolved with a minimum amount of stress. I then signed on to have him do my monthly accounting and year end taxes, both personal and corporate. I feel confident that his ever knowledgeable regarding the latest tax laws and has saved me money and helped me make a tax plan for the future.

David M

4 Years working with Keith for both business and personal. I find he is great to work with, patient, knowledgeable and good price/value for services provided. Very satisfied.