General Info

We are a fast-growing organization and I would very much like for you to join us! Our focus is on “Service”, which I believe is at the heart of any good professional organization. With us, you get a wealth of experience and extensive resources working directly on your personal or business financial concerns. And perhaps most important for business owners, you get a business relationship with a proactive advisor. We can do much more than just prepare tax returns. WE HELP PEOPLE “Use their business to make and keep more money.” Many of our clients do not know all that’s available to them though operating a business – even just a side-line business. We work with a limited number of clients to focus on these opportunities – to help them keep more of what they make!