Certified Public Accountants
Integrating tax knowledge and financial services gives us unique insight into your financial world and allows us to provide a customized approach to your financial goals.
For more than 40 years, we have helped our clients grow their businesses, manage their taxes, and pursue financial security. We are dedicated to helping you achieve your financial relationships for the long term.
We believe that success is best measured not just by your financial health, but by how confident your are about your financial future. To achieve this, we will meet with you periodically to review your financial situation to help meet your goals and objectives.
You will feel confident that our team will offer the guidance and support that is tailored to your specific situation.
Newsletters
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ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.