Our offices will be close December 24th, December 25th and January 1st for the holidays.

Learn more

Let us guide you toward a healthy financial future

Corporate Transparency Act

What you need to know about FinCEN & BOI

What you need to know.

The Corporate Transparency Act (signed into law on January 1, 2021) expanded anti-money laundering laws and created new reporting requirements for certain companies doing business in the US Beginning in 2024, many small businesses are required to report information about their beneficial owners to the Financial Crimes Enforcement Network (FinCEN) in an effort to create a national database for use by national security and law enforcement agencies to prevent the use of shell companies for criminal activity.


Learn more

What we do

Let us take the stress out of running your business

Bookkeeping & Payroll

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

Learn more about bookkeeping & payroll.

Advice

Finances can be confusing and stressful. We build an authentic, personal relationship that enables us to go beyond just the transactions.

Learn more about advice.

Tax

We are here to optimize your taxes, so you save time and money.

Learn more about tax.

WHO WE SERVE

Life's better when people understand your needs

Construction

We are in the business of construction accounting.

Restaurants

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

Not-for-Profits

You can trust our team to support all your unique accounting and tax needs.

Professional Service Providers

We are committed to helping professional service providers build successful enterprises.

ebook

Maximizing your tax refund: A strategic guide to tax planning

Download the eBook about Maximizing your tax refund: A strategic guide to tax planning

Advantage

Your personal
finance edge

From the firm: Making tax season work for you

Read more about From the firm: Making tax season work for you> ➞

Protect your business: Your essential cybersecurity checklist

Read more about Protect your business: Your essential cybersecurity checklist> ➞

Sales tax in 2025: What small business owners need to know

Read more about Sales tax in 2025: What small business owners need to know> ➞
More articles from this issue

QuickReads

Let's talk business

Your launch list for e-commerce business success

An e-commerce business allows you to tap into the growing online marketplace. Learn what you need to consider when launching an e-commerce business.

Read more about Your launch list for e-commerce business success ➞

Protecting your personal and business data: Essential security tips from your trusted advisor

Discover essential security practices that will help protect your financial information and make 2024 your most secure year yet.

Read more about Protecting your personal and business data: Essential security tips from your trusted advisor ➞

Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January

Smart business owners know that preparing for tax season shouldn’t wait until January. Check out our end-of-year checklist to get organized!

Read more about Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January ➞

WHO WE WORK WITH