Collaborative Effort

To provide a full range of client services, we offer a staff of financial professionals with a mix of abilities and experience. From estate planning to audits, tax preparation to CFO services, consulting to bookkeeping -- our staff members are available to provide the exact level of service you need. We work as a team, bringing in people with particular skills to match your needs. When your needs are unique, we'll develop a solution and a core group to deliver custom services.

Network of Support

We may extend your core group to members outside our immediate staff. One of the benefits of living and working in a small community is that each of our partners and staff members takes an active role in community affairs. While we maintain client confidentiality at all times, we've found that our close connections with so many segments of the community often allow us to bring people together to forge partnerships, exchange services, sell or buy businesses, and hire employees.

Local Address -- International Reach

Many of our clients are national and international foundations and businesses. Many of our local clients face the complex tax and financial issues involved with distributing products and services across the country and around the world. Working beyond the local area gives us the opportunity to bring recent breakthroughs and a national perspective to our clients.

Spirit of the Entrepreneur

Think of us as an active financial partner committed to working with you to assess your current financial and operational picture, set goals for the future, and provide expert advice to move you along toward realizing those goals. Our own business experience, combined with the knowledge gained from working with countless other individuals, gives us the tools and experience to bring your vision to reality

Our primary goal as a trusted advisor is to be available 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 professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.

Our high service quality and "raving fan" clients are the result of our commitment to excellence.

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.