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
 

Investments

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

Insurance

  • Disability Income
  • Life Insurance
  • Long Term Care

Our Team

Partner

Denise came to the Chambersburg area in 1981 and has been working in the public accounting profession for over 40 years...

Partner

Diane is a 1990 graduate of the Pennsylvania State University with a bachelor’s degree in Finance. In 1992, she earned...

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Blog

Elisabeth Hawbaker |
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns through December and the year 2023 and then shifts to a discussion on inflation, earnings and our outlook and positioning for the year ahead.

Tax Flash