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Our Services

We build strategies, systems, and structures to help clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and maximize wealth accumulation.

Recent Posts

Should You Set Up a Family Foundation?
February 18, 2025

As a responsible head of the family, you’re likely always on the lookout for ways to secure your family’s financial security. Estate planning is the foundation of endeavors such as this.

What to Know About Business Bad Debt Deductions
February 10, 2025

Running a business often means taking calculated risks, including extending credit to customers or offering loans to other businesses.

Retirement Savings Options For Your Small Business
February 2, 2025

When it comes to small business ownership, retirement planning often takes a backseat to the daily grind of running the business.

Best Ways to Get Out of Debt in 2025
January 29, 2025

One of the best New Year’s gifts you can give yourself is to get out of debt in 2025. It’s totally possible to achieve in a year’s time for many people.

Tips For Making Vacation Time Tax Deductible
January 21, 2025

Did you know it’s possible to make your vacation time tax deductible?

 

About Us

Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.

Melinda Handy, CPA


Industries Served

Consultants • Contractors • Dentists • Farmers • Hairdressers • Landlords • Physicians • Retail Stores • Restaurants

Let's Start Talking

Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value.

Call (541) 744-0000