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We work with a variety of businesses and individuals to achieve a variety of goals.  Whether it's planning or college and retirement or preparing tax returns and managing payroll, we bring experience, education, and a dedication to excellence to the job.  

Transparency and integrity are at the core of our relationships with all of our clients.  If you have professional or financial services needs, please contact us and we will happily discuss the way we might help. 

Every individual, business, and family are unique.  As such, with the exception of base rates for taxes as payroll, we quote each individual accounting engagement based on client needs and the specification of the job.  Please call our offices and we will happily provide a quote after learning more about your unique situation. 


Retirement Planning

Mutual Funds

Fee-Based Asset Management Services

Traditional, Roth, SEP, & Simple IRAs

401K Plans

Collage 529 Plans

Financial Planning


Tax & Accounting

Individual Tax Return Preparation

Corporate and Partnership Return Preparation

Trust and Estate Tax Return Preparation

Representation Before the IRS




Business Consulting

Agreed Upon Procedures


Fixed & Variable Life Insurance

Long Term Care Insurance

Health Insurance

Fixed & Variable Annuities

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | | (815) 824-8399