Since its inception, our firm has served the local community with an emphasis on personalized service. Our aim has always been to provide the core tax and accounting services you are likely to need, while remaining small enough that you always feel welcome and at home. We want to form an ongoing relationship with you as your trusted adviser.
We are a full service wealth management firm offering a complete range of tax, financial planning and business solutions to individuals and small businesses. View our complete list of services!.
Our mission is to assist you in making wise decisions on the complex financial options available in today’s economic environment with objectivity and integrity.
Our tax professionals are Enrolled Agents*, accountants, or Graduate Fellows of NTPI**. We utilize our combined 140+ years of experience to serve a wide range of individuals, corporations, partnerships, estates, trusts and non-profit organizations.
* The Enrolled Agents (EA) license is the only Federal Government-issued professional tax license verifying technical expertise in the field of taxation and authorizes the EA to represent taxpayers before the IRS in all States and US Territories.
** National Tax Practice Institute – Sponsored by the National Association of Enrolled Agents is a prestigious 3-level Institute that hones the skills of Enrolled Agents to boldly represent taxpayers before the IRS.