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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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Want to start a business? 5 Key Things to Know

Deciding to start your own business is an exciting opportunity, but it comes with new responsibilities. Many new owners open a business ...

Your Next Steps After Filing

You filed your 2025 tax return. Great! But, before you check taxes off your list, taking a little time to address some ...

ACA penalties are rising in 2026: What Small Business owners need to know

Many small businesses assume they don’t have to worry about the play-or-pay provisions of the Affordable Care Act (ACA). However, those rules ...