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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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Strategic Alliances: Collaborate Today, Combine Tomorrow

Even if a sale is not currently on the horizon, business owners may benefit from considering who an eventual buyer might be ...

Tax-Efficient Strategies for Rebalancing Your Investment Portfolio

After several years of strong stock market performance and increased volatility in 2026, many investors may find that their portfolios no longer ...

Maximize Tax-Free Gains Through Qualified Small Business Stock

If your business is structured as a C corporation, you may qualify for a significant tax benefit associated with qualified small business ...