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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

Teen First Job: Paychecks, Taxes, and Saving
July 17, 2026

A teenager's first job is more than a source of spending money. It is an opportunity to learn how paychecks, taxes, bank accounts, saving, and workplace responsibilities fit together.

Back-to-School Budgeting for the Whole Family
July 7, 2026

Back-to-school shopping has a way of beginning with a short list and ending with a surprisingly large total.

How Families Can Plan for College Costs
July 7, 2026

College planning can feel like a choice between two uncomfortable outcomes: take on more debt than the family wants, or use savings that were intended for retirement and other long-term

Should You Consider Pet Insurance?
June 26, 2026

Pet insurance has become increasingly common as veterinary costs continue to rise.

Managing Irregular Income as a Freelancer
June 18, 2026

Freelance income often fluctuates from month to month, which can make budgeting and tax planning more difficult than it would be with a fixed salary.

 

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