A great CPA is part number-cruncher, planner, historian, psychologist and friend. Our firm sees its role as financial advocate for the small- and medium-sized business, the entrepreneur, non-profit organizations, estates and trusts, and individuals, and we are committed to being accessible and responsive and to exceed client expectations at all times.
Services include accounting, audit, and tax services, as well as business consulting, assistance with accounting software (including Quickbooks® and Peachtree®), and "hand-holding" as needed. Over the years, members of our team have worked with clients in most industries, but specialties include service and professional firms, real estate taxation issues, construction contractors, and individual tax services and planning.
Our style is mostly casual, always friendly. We offer to our clients the benefits of the small CPA firm – personal attention and direct partner involvement – while at the same time having the technological processes and superior staff most firms our size cannot or choose not to have. We feel challenged and energized by the 21st-century changes within our profession and the business world and look forward to being a valuable partner in planning for the future growth and stability of your business and for your personal financial well-being.
