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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...

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IRS Notice Awareness and Guidance

The IRS has recently increased the volume of notice letters being issued to taxpayers. While some notices may be generated in error, others may be legitimate and require timely action.

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Bookkeeping Backlog? Here’s How to Catch Up

When you’re running a business, urgent tasks often crowd out routine bookkeeping. Invoices, receipts, reconciliations and reports can pile up quickly. Before ...

Lost Your Job? Don’t Miss These Tax Considerations

Losing a job can be stressful, and your first priority is likely replacing income and figuring out your next move. But while ...

Selling Real Estate? A 1031 Exchange Could Help Defer the Tax Hit

Thinking about selling appreciated commercial real estate? Whether you’re a real estate developer or a small business owner, a Section 1031 like-kind ...