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. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 859.331.8081.