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Pursue Your Vision

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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Stories & Strategies: A Success Panel

The panel, titled “Stories and Strategies: A Success Panel”, will engage the panelists in a discussion around their personal success stories, key strategies for overcoming challenges, and lessons learned along the way. The goal of this event is to celebrate and amplify the achievements of women, providing inspiration and actionable advice to all attendees. We aim to foster a supportive community that empowers women to pursue their goals with confidence, resilience, and determination.

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What Our Clients Say About Us

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“When will I need an accountant? What should I look for?”

Your accounting needs change as your business or wealth expands, look to an accountant for; insights to business and financial growth, identify tax minimization opportunities, obtain favorable terms for a business loan or line of credit, and determine the value of business or personal wealth. Learn More...

Featured Articles

Endow Kentucky Tax Credit for 2025 Due July 1st

$1 million in available tax credits will be released on a first come first served basis. Historically, these credits will go fast so you should submit your application as soon as possible but no later than July 7th. This credit is available to all who pay Kentucky state taxes.

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Incorporating Estate Planning with Succession Planning in Family Businesses

As a family business owner, determining the future of the business can be a complicated process considering the business also holds sentimental ...

Navigating Taxes with Digital Assets

As digital assets such as cryptocurrencies become more popular, it is important to stay compliant with the IRS guidelines with reporting these ...

Contribution Amounts for 2026 Health Savings Accounts

The IRS has released new contribution amounts for employees for 2026 Health Savings Accounts. These amounts are adjusted for inflation and will ...