Full-Service CPA Firm

Focusing on Education to

Give You the Competitive Edge

Our Mission:  To be a knowledgeable, trustworthy,

and proactive partner in our clients' success.

Experienced Enough to Meet Your Needs -

Small Enough to Know Your Name

We take a very hands-on approach with clients and focus first and foremost on helping you grow your business and getting your finances in order throughout the year.  We then schedule tax planning sessions prior to year-end, to discuss current tax laws and proactive action that can be taken to mitigate your tax liabilities. 

Small Business & Tax Prep Assistance

We are here to work with you either in-person or remotely.  We would love to meet in person to discuss your small business or individual tax preparation questions, or we can meet virtually and access your QB file remotely for instant training and guidance.  Our goal is to answer your questions in an understandable way and to provide you with the tools to grow your business.

Financial Coaching

Whether you're starting a new business, need guidance in understanding your small business financials, or assistance in getting your personal finances in order, we're here to help.  We'll provide the coaching and tools to get you started on the path to financial freedom and success.  We do all of this in a very private, comfortable, and relaxed environment.  

E-Books, Blogs & Newsletters

We are continually updating our resource library with original works to educate clients in unique ways.  Download an e-book on a specific topic, read a quick blog over coffee, or catch our short tax updates to stay in the know. 

Work With Us Virtually

We use multiple online resources to work with clients in a virtual manner.  You can schedule an appointment online, or we can assist you with QuickBooks questions by utilizing QuickBooks Online and/or remote access services for screen sharing capabilities.

We utilize TaxDome for secure file sharing, messaging, document storage, and e-signature services.  You can upload PDFs of your documents via your computer or use your phone camera's camera to take advantage of the app's built-in scanner.  No more paper or snail mail needed for financial statement preparation or tax return filings.  You can log in to your secure portal on our firm TaxDome site, or download the app for even easier access via your phone.

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515 Blair Street, Hollidaysburg, PA  16648

7447 Admiral Peary Hwy, Ste 4, Cresson, PA  16630

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