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Certified Public Accountants

Accounting & Audit

Tax Planning & Preparation

Business Valuations

Whether your interest is in borrowing, buying or selling, we perform analyses to determine business valuations for a variety of tax, financial reporting and other business applications. We also provide corporate advisory services to business owners and their representatives.

Financial Planning Services

You earned it. You should keep it. Our estate planning professionals will guide you through growing your assets while building income based on your current needs and future expectations.

Accounting & Audit Services

You need reliable information to make confident decisions. Trust us to provide accurate information on a timely basis with our complete range of accounting, auditing, and business advisory services.

Tax Preparation for Individuals & Businesses

Personal and business taxes prepared, reviewed and filed. We’ll also provide tax planning so you pay the least amount of tax.

Business Valuations

Financial Planning

Important Tax Changes that May Affect You

Could “bunching” medical expenses into 2018 save you tax?

If your total itemized deductions for 2018 will exceed your standard deduction, bunching nonurgent medical procedures and other controllable expenses into 2018 may allow you to exceed the applicable floor and benefit from the medical expense deduction. About the Author Latest Posts Contact AuthorAbout James B. ReynoldsJim became a partner in 1991 and managing partner […]

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Consider all the tax consequences before making gifts to loved ones

Because of the high exemption under the TCJA, few Americans have to worry about facing federal gift and estate tax liability in the next several years. But no matter your current net worth, it’s still important to be tax-smart when making lifetime gifts. About the Author Latest Posts Contact AuthorAbout James B. ReynoldsJim became a […]

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529 plans offer two tax-advantaged education funding options

When it comes to funding education expenses with a 529 plan, both prepaid tuition plans and savings plans offer attractive benefits. Which one is right for you? About the Author Latest Posts Contact AuthorAbout James B. ReynoldsJim became a partner in 1991 and managing partner July 1, 2015. He serves as the manager of the […]

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Charitable IRA rollovers may be especially beneficial in 2018

With the TCJA’s near doubling of the standard deduction, making a direct charitable IRA rollover can be particularly powerful for taxpayers old enough to be eligible. About the Author Latest Posts Contact AuthorAbout James B. ReynoldsJim became a partner in 1991 and managing partner July 1, 2015. He serves as the manager of the Firm’s […]

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