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AdvisoryPlanning the year, not just filing it

Additional services

Let us take the stress out of running your business

Tax Return Maintenance

Your returns prepared, reviewed and filed each year, with support through the year for the questions in between.
Learn more about tax return maintenance.

Business Valuation

Know what your business is truly worth — for a sale, buy-sell, dispute, or estate.
Learn more about business valuation.

Bookkeeping

Bookkeeping is the least enjoyable part of running your business. Let us take it off your hands.
Learn more about bookkeeping.

Business Consulting

We’ll take you beyond the numbers with deep analysis and strategic guidance that enables you to make sound, smart business decisions.
Learn more about advice.

Consulting for QuickBooks®

Providing in-depth knowledge and assistance to optimize the use of QuickBooks in your organization.
Learn more

Estate Planning

Protect what you've built and pass it on with tax-smart estate strategies.
Learn more about estate planning.

Forensic Accounting

Uncover the story behind the numbers in disputes, fraud, and investigations.
Learn more about forensic accounting.

Payroll

Accurate, on-time payroll and compliance so you can focus on your team.
Learn more about payroll.

MEET THE TEAM

The people behind your numbers

TR

Thomas Reed

CPA
CW

Charles Wolpert

CPA
JB

Jeff Brown

CPA/ABV
EC

Eileen Cochran

CPA
TD

Teri Downing

CPA
SE

Sandy Ezra

CPA
TL

Tim Lacey

B.S.
KR

Kristin Reeves

B.S.
DB

Derrick Brown

CPA
TJ

Tracy Jones

CPA

WHO WE SERVE

Life's better when people understand your needs

Real Estate

We are your experts on accounting for the real estate profession.

Restaurants

Allow us to serve you with expert accounting support and strategic guidance.

General Businesses

Make your financial life work, so you can focus on the reasons you went into business in the first place.

People

We are here to help reduce the burden of tax season.

Articles

Let's talk business

5 Tips to Build a Healthy Money Mindset and Grow Your Finances

For busy households, consistency matters more than perfection because small wins stack up fast.

Report Suggests 40% of Workers Have Used AI to Make Fake Expense Receipts

Employees are using AI tools — often paid for by their employer — to commit expense fraud.

4 Steps to Get Ahead of Higher Taxes

Most taxpayers don’t plan ahead on taxes; a CPA’s help before year-end can build a strategy to minimize the bill.
Read the blog
Not sure where to start?Answer two questions and we will point you at the work that fits

Question 1 of 2

What are you trying to sort out?

Pick an answer and the next question appears here.

Question 2 of 2

Whose return is it?

Question 2 of 2

What is the decision about?

Question 2 of 2

What do you need handled?

Recommended

Individual — Essential

The baseline for an individual return that carries self-employment, rental or farm income.

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Recommended

Individual — Full

The individual return with a second tax meeting added mid-year, so planning happens twice rather than once.

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Recommended

Business — Essential

For an owner-managed company: both the business and personal returns each year, a tax meeting in the fourth quarter while there is still time to act on it, a review of the return before it goes out, and a quarterly accounting check-in so the books do not drift.

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Recommended

Business — Full

Our most complete compliance level for an owner-managed company.

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Recommended

Ongoing advisory

Maintenance and advisory in one engagement, meetings already on the calendar.

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Recommended

Entity & business structure

Entity choice, restructuring, contractor or employee, paying yourself.

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Recommended

Tax strategy

Planning the year ahead, income timing, deductions, depreciation.

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Recommended

Business operations

Accounting systems, cash flow, benefits, and buy-build-lease calls.

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Recommended

Wealth & succession

Net worth after tax, equity comp, education savings, estate planning.

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Recommended

Property & investments

Real estate, rentals, and investing outside the country.

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Recommended

Foundational packages

The core conversation about your return and the year around it.

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Recommended

Accounting

Financial information at your fingertips

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Recommended

Business Valuation

Know your value! Our team can help.

See this package →

Recommended

Business Consulting

Helping your business grow & thrive

See this package →

Recommended

Payroll

Let us handle complex payroll work

See this package →

Recommended

Consulting for QuickBooks®

Consulting services for QuickBooks®

See this package →

Recommended

Bookkeeping

You run your business…we’ll run the numbers

See this package →

Recommended

Estate Planning

Helping you preserve your wealth and assets

See this package →

Recommended

Forensic Accounting

Forensic accounting, expert witness & IRS problem resolution services

See this package →

Recommended

Add-on Services

These attach to any package rather than standing on their own.

See this package →

Nothing is submitted and no email is needed — you can change your answers.

WHO WE WORK WITH

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