Why work with us:

Personalized Services

Tax and Accounting.

Solid Reputation

A+ Rated Since 1990

Experienced and Knowledgeable

100+ years of combined experience

Value & Resources

On par with any larger firm

Service and Price

Of a smaller competitive firm.

5 MAIN REASONS TO CHOOSE US

Personalized tax and accounting services
— For small to medium-sized businesses and individuals
Solid reputation — In business since 1990, high rate of client retention, and referrals from our current clients
Experienced and knowledgeable — Our staff has more than 100 years of combined industry experience
Value, knowledge, and resources of a larger firm — We utilize a network of businesses and associations to provide the best solutions to fit your needs
Service and price of a smaller firm — We provide the best possible solutions and services to fit your budget

Our Centers of Excellence

Your On-Demand Accounting

Your On-Demand Accounting Department

  • We are your Accounting Department
  • We do your data entry
  • We create and send out your customer invoices
  • We do your bank reconciliation
  • We pay your credit cards
  • integrate with 3rd party applications

Business Accounting and Financing Services

Business Accounting and Fiscal Services

  • You do input – We review & adjust
  • We use your data & submit tax forms
  • We use your data & create financial statements
  • Financial & Tax Consulting
  • CFO Recommendations

Tax Services

Tax Services for Individuals and Businesses

  • Individual Tax Planning
  • Individual Tax Form Preparation
  • Business Tax Planning
  • Business Accounting Review
  • Business Tax Form Preparation

Quickbooks Hosting & Consulting

QuickBooks Hosting & Consulting

  • QB Hosting
  • QB Listing
  • QB Online
  • QB Consulting
  • Integration with 3rd party applications

About our Company

Purpose Statement:  To help our clients advance their business and personal success to the next level
Business Statement:  To provide our clients with tax and accounting knowledge and resources
Mission Statement: Using innovative accounting and tax knowledge and resources we strive to advance our client ’s business and personal success to the next level, achieved through the showing of honest concern for the client’s needs and patient teaching of accounting and tax principles.

MORE ABOUT OUR COMPANY

Integrity

Because you can fully rely on us to partner with us.

Concern

We strive to listen and understand first.

Knowledge

We make sure we know what we are recommending throughout.

Patience

We understand and respect that every situation is different.

Teaching

We want you to be informed of the process.

Innovation

We’re on the lookout for the best way possible.

We Can Take your Business or Personal Success

TO THE NEXT LEVEL!

Articles/Blog

Many Retirement Plan Dollar Limits are Changed for 2018

The IRS has announced the 2018 cost-of-living adjustments (COLAs) with respect to retirement plan dollar limits. Many limits are changed for 2018 since the increase in the cost-of-living index met the statutory thresholds that trigger their adjustment. However, others remain unchanged. The article below outlines the changes you need to be aware of. Sincerely yours, Dean Holland,…

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