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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

Endow Kentucky Tax Credit for 2026 Due July 1st

Beginning July 1, $2 million in tax credits will be available. Because these credits have historically been claimed quickly, applicants should be ready to submit their applications when the program opens — ideally on July 1, but no later than July 7.

Learn more.

 

 

Looking for funding? Consider SBA loans

If you need financing to start or expand a small business, loan programs through the U.S. Small Business Administration (SBA) may be ...

Protect yourself from IRS impersonators and other tax scams

Tax scammers continue to target individuals through email, text messages, phone calls and regular mail. Scammers can often use fear or a ...

Self-employed? Don’t rule out a Roth IRA

Many small business owners dismiss Roth IRAs because they believe their income is too high for them to qualify to make Roth ...