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Service, advice, and expertise to fit your needs
Tax Services
Tax laws are constantly changing. What do these changes mean for you? Through careful preparation and planning, we maximize opportunities and mitigate risk, while providing year-round advice and peace of mind that your financial reports are taken care of.
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Audit & Review Services
An audit or review is a powerful tool in your arsenal. The process alone can be equally as beneficial as we observe, listen and provide recommendations for your organization’s continued improvement - giving you a strategic advantage.
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Client Accounting & Advisory Services
An accurate and timely picture of your financial landscape is crucial to making sound business decisions. Our full-time team of accounting professionals lets you focus on what you do best while providing strategic insights into your financials.
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Consulting Services
The collaborative relationship we create with our clients allows us to learn about their business from all angles and provide insightful recommendations. We draw on years of knowledge and expertise to offer best practices and proactively bring ideas to you.
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The core industries we serve
Focused teams that live and breathe the industry
RECENT NEWS
Is college financial aid taxable? A crash course for families
College can be expensive. According to the College Board, the average sticker price for tuition and fees at private colleges was $43,350 for the 2024–2025 school year. The average cost for tuition and fees for out-of-state students at public colleges was $30,780. For in-state students, the cost was $11,610. Of course, there are additional costs…
Read MoreTax Provisions in the One Big Beautiful Bill Act
By: Bart Scott, CPA, CVA, MBA On July 4, 2025, President Donald Trump signed into law the “One Big Beautiful Bill Act”, a sweeping package that extends and reshapes many provisions of the 2017 Tax Cuts and Jobs Act (TCJA). The bill’s passing brings changes ahead for individuals and businesses. Below is a list comparing…
Read MoreMilestone moments: How age affects certain tax provisions
They say age is just a number — but in the world of tax law, it’s much more than that. As you move through your life, the IRS treats you differently because key tax rules kick in at specific ages. Here are some important age-related tax milestones for you and loved ones to keep in…
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