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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.

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Don’t Wait for Q4: The Strategic Advantage of a Midyear Business Review

Many profitable organizations fall into the trap of strategic procrastination, assuming that if "the formula" is working today, there is no urgent ...

Managing the 2026 Kiddie Tax: Protecting Your Child’s Investment Growth

While shifting income-producing assets to children or grandchildren remains a popular wealth-building strategy, failing to navigate the "kiddie tax" parameters can quickly ...

Unlocking Schedule C: Overlooked Tax Deductions for the Self-Employed

For independent contractors and sole proprietors, managing your own business means every dollar counts—and so does every deduction. While the tax code ...