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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

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

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

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

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

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

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

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