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

How Valuators Adjust a Financial Picture

Sometimes professional valuators tweak financial statements before using them to appraise a business. Three common types of adjustments include normaling, nonrecurring and nonoperating items, and discretionary spending. 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 […]

Print Friendly, PDF & Email

Selling your home? Consider these tax implications

Depending on where you live, you may see “for sale” signs dotting the landscape. Spring and summer are the optimum seasons for selling a home. So it’s a good time to review the tax implications. If you’re selling your principal residence, you can exclude up to $250,000 ($500,000 for joint filers) of gain, so long […]

Print Friendly, PDF & Email

Check on your refund — and find out why the IRS might not send it

Are you wondering where your tax refund is? According to the IRS, most refunds are issued in less than 21 calendar days. If you’re curious about when yours will arrive, you can use the IRS “Where’s My Refund?” tool. Go to and click “Check My Refund Status.” In some cases, taxpayers may be notified […]

Print Friendly, PDF & Email

Plug in tax savings for electric vehicles

If you’re interested in purchasing an electric or hybrid vehicle, you may be eligible for a federal tax credit of up to $7,500. (Depending on where you live, there may also be state tax breaks.) However, the federal credit is subject to a phaseout rule that may reduce or eliminate the tax break based on […]

Print Friendly, PDF & Email
Print Friendly, PDF & Email