Apple Growth Partners
Welcome to Burns, O’Hare & Bella
A new home for clients who deserve to be valued, protected, and supported for the long term
You have been told your account is moving.
Naturally, you have questions.
When a firm shifts its client thresholds, it can leave you wondering:
- Will I still be looked after?
- Is this transfer safe?
- Will my financial life stay in good hands?
- Will the new firm understand me, my business, and my history?
These are fair questions. Any long-term client would ask them.
This is why we want to welcome you properly, not as an afterthought but as a valued individual or business with a new home designed for clients like you.
The Problem We Solve
Many clients who move from a larger firm end up feeling like they have slipped into a gap. Too small for the new thresholds. Too important to be treated like a number.
You deserve more than a place to land.
You deserve a relationship.
A guide.
A team that knows your name, your story, and what matters to you.
At Burns, O’Hare & Bella, this move is not a mass transfer. It is personal.
Your arrival here matters.
Who We Are and Why This Move Serves You
Long-term clients deserve long-term partners.
We Are:
- Personal, not corporate
- Steady, not transactional
- Consistent, not seasonal
- Human, not hurried
Our work is grounded in real relationships that last years, not months.
You will never be a threshold client here. You will be a person we know and serve with care.
We understand that change can feel risky. You have trusted your previous firm, and that history matters. We honor it and carry that trust forward with respect, clarity, and calm capability.
Who We Are and Why This Move Serves You
To make this easy, we follow a clear, three-step process.
Before
- We receive your information securely.
- We review your business and personal tax history.
- Your new partner at Burns, O’Hare & Bella contacts you to introduce themselves.
- We confirm your needs so nothing is lost in the move.
During
- We handle the transfer of records directly with Apple Growth Partners.
- You do not need to chase or manage anything.
- We set your first meeting to walk through your current position and future needs.
- You meet the team who will support you.
After
- We prepare your tax work with accuracy, calm and clarity.
- We offer ongoing advisory support for both personal and business decisions.
- You receive timely communication, proactive reminders and a partner who genuinely understands your situation.
- You experience the consistency of a firm built on long-term relationships.
Your role throughout this process is simple:
Take a breath. We will do the heavy lifting.
What This Means For You
This transition is not just a change of firm. It is an improvement in your experience.
We Are:
- More personal attention
- A direct relationship with your accountant and advisor
- A firm designed for clients like you, not only its largest accounts
- Continuity year after year
- A calm, values-driven approach to tax and financial life
- Support for both personal and business needs in one place
You are not stepping down. You are stepping into a firm built around clients who value trust and long-term care.
You Are In Safe Hands, And You Are Welcome Here!
If you have questions, we are here.
If you would like to meet us, we would be delighted.
If anything feels unclear, we will work through it with you.
You have built a financial history worth protecting.
We are proud to be the next chapter of that story.
