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Transform the way you do business

We help you look ahead and plan for a successful, sustainable future

Experienced Tax Strategists Working for You

We know one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. Whether you’re an individual or corporation, we can accommodate your needs. We work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. Our personal, one-on-one service and expert tax return preparation and advice will give you peace of mind, knowing that your tax return is in capable hands.

We are diligent about remaining up-to-date on the changing tax laws and will examine all of the tax-saving opportunities available to you. We are committed to minimizing your tax liabilities and maximizing your future opportunities—while remaining in full compliance with IRS statutes.


IRS Representation

We also provide expert IRS representation services because we understand that few things evoke more fear than receiving a notice from the IRS. We act as your representative in front of state and federal agencies to help resolve your issue in a timely manner with as little stress as possible. Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide you through your situation with ease and expertise.


BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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Our Specialties

  • Churches

    Churches face many challenges—from staffing to inefficient “back office” processes. Back office work, like accounting and administrative functions, is time-consuming and tedious in nature...

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  • Healthcare Service Providers

    We are committed to helping professional service providers build successful enterprises. Our team of financial experts offers years of experience providing accounting, tax and consulting services....

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  • Restaurants & Hospitality

    Operating a successful restaurant or hotel can be overwhelming. We understand the challenges business owner face within the industry as well as the complexity of tax regulations...

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  • Service-based Businesses

    We are committed to helping service-based businesses succeed. Our team of financial experts offers years of experience providing accounting, tax and consulting services to a wide range of....

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