Who We Are

We are a team of Certified Public Accountants and Financial Advisors providing individuals, families and small businesses with customized tax, accounting and financial planning strategies.  Our dedicated team of professionals delivers the complete package of holistic financial planning, accounting and tax advantaged investing to help you accumulate, protect and transfer your wealth in a tax efficient manner. 

01. Our Mission

To help provide financial peace of mind to our clients with customized tax, accounting, and financial planning strategies.

02. Our Vision

To assist our clients in accumulating, protecting, and transferring their wealth.

03. Our Values

Responsibility | Honesty | Achievement

Our Services


Tax Planning

  • Individual Tax Preparation and Planning
  • Business Consulting
  • Business Tax Preparation and Planning
  • New Business Acquisition

Small Business Accounting

  • Accounts/Receivable and Accounts/Payable
  • On-Site and Remote Payroll Service Available
  • Quickbooks Software Installation, Training, and Consulting
  •  QuickBooks ProAdvisor

Payroll Services

  • Check Processing Including Direct Deposit
  • On-site and Remote Payroll Services Available
  • Weekly, Bi-weekly, Semi-Monthly, Quarterly, and Annual Payroll Deposits, Reports, and Returns

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing plans
  • Asset Allocation


  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Alternative Investments
  • Variable Annuities


  • Disability Income
  • Life Insurance
  • Long Term Care

Our Team

Schedule an appointment and speak with one of our financial professionals 



Tax Flash