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


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


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

Schedule an appointment and speak with one of our financial professionals 



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