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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.

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Negotiate smarter, not harder

Effective business negotiations focus on creating value for everyone involved – not simply winning every concession. When both parties walk away believing ...

Understanding the tax side of mutual fund investing

Mutual funds provide an easy way to invest in a diversified portfolio without purchasing individual stocks and bonds. However, while investing may ...

Navigating Form W-4 red flags: an employer’s guide

Form W-4, “Employee’s Withholding Certificate,” tells employers how much federal income tax to withhold from an employee’s wages. Although most Forms W-4 ...