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Service, advice, and expertise to fit your needs
Tax Services
Tax laws are constantly changing. What do these changes mean for you? Through careful preparation and planning, we maximize opportunities and mitigate risk, while providing year-round advice and peace of mind that your financial reports are taken care of.
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Audit & Review Services
An audit or review is a powerful tool in your arsenal. The process alone can be equally as beneficial as we observe, listen and provide recommendations for your organization’s continued improvement - giving you a strategic advantage.
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Client Accounting & Advisory Services
An accurate and timely picture of your financial landscape is crucial to making sound business decisions. Our full-time team of accounting professionals lets you focus on what you do best while providing strategic insights into your financials.
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Consulting Services
The collaborative relationship we create with our clients allows us to learn about their business from all angles and provide insightful recommendations. We draw on years of knowledge and expertise to offer best practices and proactively bring ideas to you.
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The core industries we serve
Focused teams that live and breathe the industry
RECENT NEWS
FDIC 2025 Risk Review: Community Banking Summary
By: Josh Sharp, CPA The Federal Deposit Insurance Corporation (FDIC) recently released their 2025 Risk Review, offering an overview of economic conditions and banking performance, market risks, and credit risks impacting banks in 2024. Reading the FDIC’s 2025 Risk Review can offer critical strategic value and practical insights to help community banks assess their own…
Read MoreCan you turn business losses into tax relief?
Even well-run companies experience down years. The federal tax code may allow a bright strategy to lighten the impact. Certain losses, within limits, may be used to reduce taxable income in later years. Who qualifies? The net operating loss (NOL) deduction levels the playing field between businesses with steady income and those with income that…
Read MoreStill have tax questions? You’re not alone
Even after your 2024 federal return is submitted, a few nagging questions often remain. Below are quick answers to five of the most common questions we hear each spring. 1. When will my refund show up? Use the IRS’s “Where’s My Refund?” tracker at IRS.gov. Have these three details ready: Social Security number, Filing status, and…
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