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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

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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Tax planning for investments gets more complicated

With more tax rate thresholds to keep in mind, year-end tax planning for investments is especially complicated in 2018. Find out what your rate might be for short- and long-term capital gains, dividends (whether qualified or not) and the NIIT About the Author Latest Posts Contact AuthorAbout James B. ReynoldsJim became a partner in 1991 […]

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The tax deduction ins and outs of donating artwork to charity

Donating artwork is a great way to share enjoyment of the work with others. But to maximize the tax benefit, too, you must plan your gift carefully and follow all the rules. About the Author Latest Posts Contact AuthorAbout James B. ReynoldsJim became a partner in 1991 and managing partner July 1, 2015. He serves […]

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