There are several reasons why our firm stands out from others. Working with us, we believe clients benefit from:
Everything we do is centered on you. We provide financial, tax, and accounting services that work together to support your goals. We are committed to building lifelong and trusted relationships with you and putting your needs at the forefront of all that we do.
Experience & Credentials
Our team includes experienced professionals with backgrounds in financial services, investment management, tax planning, IRS representation, and accounting. Our diverse background allows us to assist our clients with a wide variety of needs, from business accounting needs to personal tax preparation to retirement planning. Active in our community, our team is actively involved in a number of industry organizations, including the National Association of Tax Professionals, the National Association of Enrolled Agents, the National Society of Accounts, and more.
Tax Meets Financial Services
One of the unique elements of our firm is our ability to offer a wide array of accounting, tax, and financial services to individuals and businesses. By providing these services under a single roof and integrating them into cohesive strategies, we believe we can simplify a client’s financial life.
Through our team members’ affiliation with H.D. Vest Investment ServicesSM, we have access to specialized research, detailed portfolio and performance data, industry reports, and professional money managers. We stay up-to-date on the latest trends and research so you can instead focus on your passions in life.
A Family Firm
As a family firm, we aim to add a personal touch to all our client relationships. We want you to feel comfortable contacting us whenever you have a question, and to understand the strategies we recommend. By taking an active role in your financial and tax strategies, we believe you can feel more confident as you pursue your goals.