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A Different kind of Accounting Firm

We are a CPA firm that prides ourselves on being a valued partner in the personal relationships we create with our team, clients and community now and in the future

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2025 Tax Planning Strategies

Many provisions of the One Big Beautiful Bill Act take effect this year, with most tax reduction strategies requiring action by December 31, and some even earlier.

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What Our Clients Say About Us

FAQ

“I’ve been notified that my 401(k) plan is required to have an audit. What comes next?”

Employee benefit plan audits are increasingly subject to scrutiny by the Department of Labor with enforcement of penalties for deficiencies in plan administration. Ensuring you maintain the necessary information for an audit and selecting a quality auditor are key to a smooth audit. Learn More...

Featured Articles

Tariff Refunds Arrive: Key Updates

Following recent court rulings, U.S. Customs and Border Protection (CBP) has begun implementing a refund process for certain tariffs previously collected under the International Emergency Economic Powers Act (IEEPA) deemed invalid. A new system, known as CAPE (Consolidated Administration and Processing of Entries), officially launched Phase I on April 20, 2026, to facilitate these refunds.

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If You Don’t Own Your IP, You Don’t Own Your Business Value

Intellectual property often sits at the core of a company’s value, but many businesses assume ownership without actually securing it. That assumption ...

The Tax Deadline Didn’t End in April—Key Dates for the remainder of 2026

Filing season feels like the finish line, but it’s really just the starting point for the rest of your tax obligations. Miss ...

If You Can’t Prove Participation, You Can’t Claim the Loss

Owning part of a business doesn’t automatically give you tax advantages. If your involvement doesn’t meet IRS standards for material participation, your ...