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Welcome! Glad you stopped by.

We offer a variety of financial services, specializing in small businesses.  We know that most business owners need to spend their time running their business, not balancing the books.  Many of our clients are local businesses and people right here in our neighborhood.  We try to be good neighbors and help them out in any way we can.

Over 30 years of Experience

Tax Compliance 35 years
Audit Support 25 years
Small Business Services 20 years
Trusts and Estates 15 years

Our Core Values

Honesty

It starts with Integrity and ends with Integrity. To us it is a matter of principles.

Accuracy

Adding, subtracting, and multiplying can get convoluted at times. We have a team of experts to keep it simple.

Relationships

Our strongest core value is making every client feel like they’re our only client. Relationships are what matter when all is said and done.

Our Services

We know that taxes and other financial matters can be intimidating. We strive to provide personalized professional services to our family of clients.

Tax Reporting and Compliance
Tax Reporting and Compliance

All levels of tax reporting and compliance, including business and personal income tax, sales tax and property tax. This includes periodic reporting, tax mitigation and audit administration.

Audit Support
Audit Support

Back-up support for statutory audits from all agencies.  This includes preparation and review of supporting documentation and preparing auditor presentations, coordination of audits and interfacing with all government authorities.

Litigation Support
Litigation Support

Assistance with document preparation for presentation in legal matters. This includes client representation and expert witness testimony as needed.

Trust and Estate Services and Expertise
Trust and Estate Services and Expertise

Trust and estate reviews and consulting.  This includes interfacing with legal counsel, identifying planning strategies and all areas of reporting and compliance.

See all our services