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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

Indiana Tax Amnesty 2026 - Limited-Time Opportunity to Resolve Past-Due State Tax Liabilities

The Indiana Department of Revenue (DOR) is offering a tax amnesty program through September 9, 2026, that allows individuals and businesses to pay outstanding Indiana tax liabilities and receive a full waiver of all related penalties, interest, and collection fees.

Learn more.

 

 

Don’t Let Trust Become Your Biggest Vulnerability

Strong relationships with your leadership team are an asset — until they become a blind spot. The executives you rely on most ...

When Tax Deferred Retirements Stop Being Your Friend

Traditional retirement accounts like 401(k)s and IRAs have long been cornerstones of smart retirement planning, offering tax deductions today and decades of ...

The Hidden Tax Bill Behind Business Bartering

When two businesses swap services or goods without a dollar changing hands, it can feel like a workaround — a clever way ...