About Us
Experienced, professional, dedicated to serving our clients!
We can add value to any business. Feel free to reach out with questions about topics like:
- Tax preparation and planning
- Trustee services for Employee Stock Ownership Plans (ESOPs)
- How an ESOP may be the future for your business!
- Business entity planning
Perspective & Experience
We bring over 45 years of experience and involvement in accounting and income tax planning and compliance.
- Tax planning and preparation
- Compilation and Review
We have been providing independent trustee services for Employee Stock Ownership Plans since 2004 and now serve over 30 continuing trustee clients and have helped with dozens of ESOP acquisition, sale, or problem-saving engagements. We can bring together a team of highly qualified professionals to make an ESOP a reality for your company.
Adding Value
Most successful businesses will tell you they could not have accomplished their goals without help. Our core principles and strong mission shape our efforts to help you.