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.
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.