Your New Client Portals

Great news for clients; we've upgraded our client portals.  Click on the button to the left to launch the new SmartVault Client Portals.

Tax Services

We provide quality, affordable tax preparation services to individuals and small businesses, and will meet with you around your schedule.

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Accounting Services

Whatever your accounting needs are, from simple bookkeeping to financial statement preparation, we custom tailor our services to you.

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Wealth Management

Funding for future retirement, college, or estate needs requires planning today.  Let us help you make those choices.

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Our "Secret Sauce"

We sit with you.  We care.  We listen. We're flexible to your needs.

In an age where companies try desperately NOT to talk to you when you call, we answer the phone.  We like when clients call us with their questions.  We enjoy sitting with clients, and we feel a duty to make sure all of their tax, financial, and planning needs are met.

If we prepare your tax return, we'll sit with you through the interview process, or give you a tax organizer suitable for dropping off, your choice.  Our accounting services are extremely flexible, because no two clients are exactly alike.  Our wealth management advice is derived directly from listening to your needs.  The bottom line to all of our services is that you're the boss, and we're here to help.

It may be a bit old-fashioned, but it's the way we've done it since 1986.


Let's Talk

If you're interested, we'd certainly like to hear from you.  Please feel free to call during normal business hours, or e-mail us any time.  See our contact information below.