I've been in this business for over 25 years working with both large and small clients.
For years, I worked in the large global CPA firms.
I took that experience and started my own firm working with everyday families, small businesses as well as trust executors. My father was a small town doctor in the midwest and I knew that I eventually wanted to help people like him understand their data and use it to improve their bottom line.
Over the years, people have come to our office desperate for a professional to tell them what information they need to have ready for their tax preparation, how to set up their accounting so it's useful for the tax preparation, how to organize their data in the most meaningful way to produce financial reports and tax returns that reflect their situation.
I know what families, small businesses and trust fiduciaries need:
Our team is made up of seasoned professionals who are ready to hit the ground running to help you get organized. We have worked together as a team for many years and have an amazing support structure so you get the best service possible.
We've seen every scenario and are ready to apply our experience to your situation so we can maximize the benefits to you!