Meet Your New Partners in Making Your Business Succeed.

 
 

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

How Does Tax Return Fraud Happen?
February 2, 2026

Nobody wants to think about criminals rifling through their financial life, but tax return fraud has turned into one of the biggest headaches facing American taxpayers.

Why Sales Tax Rules Challenge Growing Small Business Owners
January 27, 2026

Sales tax seemed pretty manageable when you first opened your doors. You had local customers, one state to deal with, and the whole process took maybe an hour each month.

Why Cash Versus Accrual Accounting Matters
January 19, 2026

Understanding how money moves in and out of a business is easier when the accounting method matches the way the business actually operates.

What Freelancers Should Know About Estimated Taxes
January 11, 2026

Your first year of freelancing probably felt liberating. No boss, no commute, just you and your laptop making things happen.

How to Separate Business and Personal Spending
January 6, 2026

Managing money gets more complicated the moment a side project, a part-time venture, or a full small business enters the picture.

 

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