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Accountant
Ready for a friendly CPA
with modern solutions?

Providing You with Peace of Mind

 

We love what we do... and it shows!  It's not all deadlines and dread at our place.  If you're looking for an honest and open conversation about your business or personal financial matters, we should talk.  We offer traditional (in-person) and modern (digital) solutions, whichever your prefer, to make your life easier.

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You won't need a copy of the tax-code to have a conversation with us... we know not everyone speaks "tax" language, so we'll keep it simple.  We're everyday folks just like you- dog lovers, skateboard kings, and a gardening genius so ask whatever's on your mind.

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Tech lovers, celebrate!  We offer a secure client portal to submit documents and review your returns or reports, remote digital signatures, electronic copies of your returns or reports for on-the-go access, and online payment options.  Basically, if you don't want to come by the office, you don't have to!  Your information is available 24/7.     

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Business

  • Advice- For when you're uncertain.

    • Opening or closing a business
    • Changing ownership​
    • Buying or selling assets

  • Business Setup- It's easier (and less expensive) to do it right the first time.  Let us help you create a solid foundation and stay between the lines going forward.

    • ​Choosing an entity type and ownership structure

    • Federal and State agency registrations 

    • Software selection and setup

  • Bookkeeping- The truth is in the numbers- so you should know yours... and not just once a year at tax time.  ​

    • Monthly accounting

    • Budgets

    • Projections

  • Compliance

    • Payroll- it's not as easy as it looks 

    • Taxes- Federal and State, Sales Tax, Franchise, etc.

    • Worker's Comp audits

  • And many other options  See more >>

Individuals

  • Advice- We're not here to make things overly complicated, but we want you to make informed decisions.  Laws and regulations are very specific (or vague)...  What works for one may not apply to your situation so be cautious of advice from others.  We specialize in:    

    • ​​Trusts and Estates 

    • Tax Planning

  • Tax Compliance- Federal and State returns

  • And many other services  See more >>

How can we help you?
Testimonials

 

“She keeps me in compliance with agencies, so I don't have to worry about them.”

-Stephane S

 

“She touches base with me throughout the year for estimated taxes on by business.  I appreciate it!"

-Nancy H

“Five stars”

-Terri M

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“She helped me as I got my business up and going. I didn't feel silly asking questions.”

-Tori S

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“Easy to work with, very professional.  Has a passion for accounting and it shows.”

-Amy C

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