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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

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“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.

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Why Employers Should Encourage Employees to Take Time Off

Summer is a natural time to rest, recharge and enjoy a well-earned break from work. But many employees never fully use the ...

Are After-Tax 401(k) Contributions the Right Choice for You?

If you participate in a company 401(k) plan, you may already be familiar with the two most common ways to save: traditional ...

What You Need to Know About Taxes on Self-Created Intangible Sales

Many business owners, entrepreneurs, and creators assume that the sale of a self-created intangible asset—such as intellectual property, a patent, a trademark, ...