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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...

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IRS Notice Awareness and Guidance

The IRS has recently increased the volume of notice letters being issued to taxpayers. While some notices may be generated in error, others may be legitimate and require timely action.

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Unlock investment opportunities with a pitch deck that wins

From launching a start-up, entering new markets, developing a new product or pursuing a business acquisition, attracting investors takes more than a ...

Don’t let taxes surprise you: Could your Social Security check come with a tax bill?

When introduced last year, the new tax deduction for taxpayers 65 and older was often described as “no tax on Social Security.” ...

Which legal structure is right for your business?

Before launching, start-ups must decide what type of legal entity best fits their business activities. The type of entity you select affects ...