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Our Firm

We provide high quality comprehensive business and financial services
at an affordable value enabling businesses and individuals the opportunity to build and preserve wealth.

We view tax and financial services as an ongoing dynamic process, not a product.  We partner with our clients from the beginning and are available to guide them through today’s complex tax and financial maze. Our professional associates are focused on achieving our mission.  We are
staffed with certified public accountants,
Certified Financial Planner practitioners, and
other licensed professionals to ensure that
the expectations of our clients are exceeded.

Clients benefit from our experience.  This experience has been gained through large and emerging companies alike.  From Fortune 500 to smaller start-up companies, our professionals have gained key insight through combined decades of service.  In addition, we have working relationships with other specialists should the need arise. 

*Services provided by Todd Reed and John Reed through their affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM..