• We’re a strong fit for clients who want clear communication, organized financial systems, and a team that stays involved throughout the year.

    Most of our clients value having a CPA firm that is accessible, detail-oriented, and proactive about planning, deadlines, and compliance. If you appreciate transparency, structure, and a long-term relationship with your advisory team, you’ll feel right at home with us.

  • Yes. Our firm works with clients across the country. With secure online systems, digital document management, and virtual meetings, we’re able to support businesses and individuals in multiple states with the same level of care and accuracy.

  • We work with a variety of industries, including, but not limited to:

    • Oil and gas

    • Construction

    • Automotive

    • Logistics and hauling

    • Retail and e-commerce

    • Hospitality (restaurants, hotels, and event venues)

    • Agriculture and farming

    • Creative media and production companies

    • Day spas and wellness centers

    • Non-profits

    If your industry isn’t listed, visit our Industries page for a complete list, or contact us to discuss how we can meet your needs.

  • Our services include:

    • Business and personal tax preparation
    • Assurance services
    • Monthly accounting and advisory
    • Payroll support
    • Financial statement preparation
    • Tax planning
    • Entity structure support
    • 1099 filings
    • Compliance guidance
    • Forensic accounting and litigation support (when needed)

    We tailor our services to your needs so you always know what we’re doing for you and why it matters.  Visit our Services page for a complete list, or contact us to explore how we can assist you.

  • We use a secure, modern tech stack that keeps your information organized and protected. This includes bookkeeping software, tax preparation systems, client portals, digital signature tools, and encrypted communication channels.  Our goal is to make the accounting and tax side of your life smooth, efficient, and easy to manage.

  • We follow strict professional and ethical standards regarding confidentiality. Your information is stored securely, shared only with authorized parties, and protected under professional regulations governing CPA firms.  We take confidentiality and data security seriously — your financial information stays between you and our firm.

  • Yes. Our firm provides forensic accounting services, including financial analysis, records reconstruction, tracing, reconciliation, and support for legal teams when needed. We assist attorneys by preparing clear, accurate financial documentation and helping interpret the numbers.

  • Yes - CPAs are required to complete continuing professional education every year, and we actively monitor changes in tax laws and accounting standards as they’re released. Because the rules change often, staying informed is a core part of our work — and it ensures the guidance we provide is accurate and up to date.

  • Clients appreciate our communication, responsiveness, and the level of care we bring to every relationship. We combine professional training with real-world experience across a wide range of industries, and we focus on making complex information easy to understand.

    We’re hands-on, organized, and invested in helping our clients feel confident and supported — whether it’s tax planning, accounting, or navigating something unfamiliar.

  • CPAs complete extensive accounting coursework, pass the Uniform CPA Examination, meet strict experience requirements, and maintain continuing education every year.  This background ensures your financials and taxes are handled by someone trained to follow professional standards, interpret the rules, and communicate with tax authorities on your behalf.  Clients choose a CPA because they want accuracy, accountability, and year-round guidance.

  • Yes. In addition to tax and accounting, our firm performs assurance services including audits, reviews, and compilations.
    We work with businesses, nonprofit organizations, and boards that require financial statements prepared under professional standards.

    Each engagement is tailored to the level of assurance you need:

    • Compilation: Organizing financial information into a financial statement format

    • Review: Limited assurance through analytical procedures and inquiries

    • Audit: A higher level of assurance through testing, verification, and evaluation of internal controls

    We help you determine which level is appropriate based on your requirements, lenders’ needs, or compliance obligations.

  • Compilation:
    We take your financial information and present it in financial statement form. No assurance is provided.

    Review:
    We perform analytical procedures and inquiries to provide limited assurance that your financial statements are free from material misstatements.

    Audit:
    We conduct testing, confirmations, and evaluation of internal controls to provide reasonable assurance that your financial statements are free from material misstatements.

    If you aren’t sure which one you need, we can walk you through the requirements and help you choose the correct level.

  • Yes. We provide AUP engagements for clients who need procedures performed on specific areas rather than full financial statements.

    Examples include:
    • Revenue or expense testing
    • Grant compliance procedures
    • Internal control procedures
    • Reconciliation testing
    • Board-requested procedures

    AUPs are highly customizable and often a great option when full audits or reviews are not required.

  • Yes. Our A&A work follows the applicable standards for audits, reviews, compilations, and AUPs.
    We stay current with changes in professional standards and ensure that all assurance engagements are completed with the proper procedures, documentation, and reporting requirements.