Taxes

• Tax Planning
• Estate Taxes
• Tax Services
• Income Tax

Investment

• Investment Management
  We provide a variety of fee structures to meet our clients’ needs. If we provide ongoing investment management services, our fee is based on a percentage of the assets that we manage. We can also bill our time on an hourly basis to handle specific questions or goals you may have. We often use hourly billing when the account size is less than our normal minimum of $750,000.
• Wealth Management
  Our diverse clientele demands a very broad skill set. Karen Ehmke, founding partner and principal of the firm, is a Personal Financial Specialist. The PFS designation is reserved for a small number of certified public accountants who have undertaken extensive additional training to provide investment and wealth management guidance. This background ideally prepares Karen to tackle your most complex and pressing financial planning matters.

Accounting

• Accounting Services

Planning

• Financial Planning
  I know a lot of people procrastinate on financial planning, dreading all the numbers and accounts and signatures. If that’s your mindset, I understand but hope you’ll reach out to me. It can be fun; I promise. (Okay, not everyone finds it fun, but you will definitely feel a greater sense of confidence and peace of mind as you look to the future.)
• Retirement Planning
• Long Term Care
• College Funding