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Established in 1978, our firm works diligently to serve small businesses and individuals. We take pride in developing strong, lasting relationships with our clients. Our firm specializes in accounting, taxation, business consulting, computerized accounting set-up and consulting, estate planning, financial statement preparation and QuickBooks services. When needed, we also work closely with local banks, attorneys and financial planners to provide the most comprehensive services to our clients.

What’s New for Tax Year 2025

To enhance your experience and continue improving our technology, we are introducing two powerful tools:

Gather AI

Gather AI simplifies the process of submitting your tax documents, offering the added convenience many of you have requested. If we have your e-mail address on file, you should have received an e-mail the week of January 26^th with a secure link to our Gather AI portal; simply click the link and upload your documents quickly and securely from any device, including your phone. This process helps us organize your information efficiently and begin your return sooner. Detailed instructions are included in our Navigation Guide below, and our team is always here to help if you have any questions.

SafeSend

SafeSend allows us to deliver your completed tax return electronically in an enhanced, secure, user‑friendly way. You’ll receive your return via secure e-mail, where you can review, sign, and return it from any device; no office visits or paper handling required.

Click here for our Navigation Guide

• Tax Services

  Tax Preparation Tax Planning Tax Problems

• Business Services

  Small Business Accounting Payroll Part-Time CFO Services

• QuickBooks Services

  Why Quickbooks QuickBooks Setup QuickBooks Training

• Individual Services

  Personal Financial Planning Retirement Planning Estate Planning