For our business clients, we provide the normal attestation services – compiled, reviewed or audited financial statements. We provide tax planning and preparation services for our clients. Our goal is to assist our clients in growing their businesses; growing their business and personal wealth; and to provide the best tax planning possible. We have many clients that started with us as one-person businesses that have grown into much larger and more successful clients. We like to think that we have been a part of that success. We have many clients that have been with us for 10 to 20 years; some have been with us since we started in 1977. We assist startup businesses. We can help you set up bookkeeping and accounting systems and can assist you with QuickBooks.

In addition to the business clients, we prepare over 600 individual income tax returns each year. We provide the same service to the individuals that we provide to the businesses. Each client is able to deal directly with one of the partners, and one of the partners reviews each tax return. We also have competent staff to answer questions and deal with the clients.

We provide service to corporations, S-corporations, trusts, partnerships, LLC's, estates, non-profit organizations, and individuals. We provide business advice as well as tax advice and retirement planning. We have alliances with financial planners to assist clients with their financial planning and investments, including retirement planning.

We think what separates us from much of our competition is that, in addition to a very competent staff to assist clients, each client is able to deal directly with one of the partners of the firm whenever they wish. They may deal frequently with the staff, but when it comes to final review of a financial or tax product, it is the CPA partners who make final decisions and assists the client with their choices and financial/tax decisions. We make ourselves readily available to our clients.