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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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What you need to know about business insurance

Given the many potential threats to your business’s assets, cash flow and human resources, which types of insurance products and how much ...

Moving to a new state? Review the tax implications first

Whether you’re relocating for work, retirement, family or lifestyle reasons, state taxes can have a significant financial impact. Taxes vary widely from ...

Tax identity theft: Businesses are at risk, too

Tax identity theft isn’t limited to individual taxpayers — businesses are also targeted through their Employer Identification Numbers (EINs), payroll systems and ...