About the Company

Learn about our history and work

We are not your typical accounting firm. We specialize in helping individuals in all stages of their life. If you are starting a business, working for a company that has given you stock options or restricted stock, own rental property or you are retired we have a tax service that will get your taxes done right for a reasonable fee. We offer CPA expertise but not a CPA price.

We can also help small business owners incorporate their businesses or form LLC’s. We can give you all the bookkeeping and accounting support you need to satisfy your bank, your shareholders, the IRS or just help run your business better.

Professionalism

Our success is the result of combining our expertise, experience, and the energy of our staff so that each client receives personal and professional attention.

Our high standards, service and specialized staff spell the difference between our outstanding performance and other firms. We may be a little old fashion when it comes to customer service, but we believe our clients deserve our personal commitment to ensure their needs are taken care of.

Responsiveness

Our firm is responsive. Companies who choose our firm to rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, small businesses and trust and estates.

To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have always been our primary source of new clients.

Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication, and ability to respond quickly.

Quality

A tax and accounting firm is known for the quality of its service. Our firm’s reputation reflects the high standards we demand of ourselves.

Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.

We feel it is extremely important to continually educate ourselves to improve our technical expertise, financial knowledge, and professional service to our clients.

Our high service quality is the result of our commitment to excellence.

We Care

Our mission is to contribute to the financial well being of our clients and friends, their businesses, and our people through personal attention and dedication to providing the very best accounting, tax, and business advice.

We recognize business potential today to help our clients and our people see their best tomorrow.