Bridging the gap between accounting and personal service

What we do

Let us take the stress out of running your business

Tax

Keep more of your hard-earned money with sound, strategic tax planning and preparation support.

Learn more about tax.

Financial Audit Services

Providing sound insight on financial statements and internal controls over financial reporting.

Learn more about financial audit services.

Bookkeeping & Payroll

Let us take these responsibilities off your hands, so you can focus on your business.

Learn more about bookkeeping.

Financial Planning

Our affiliates at Lucas Group Financial Advisors help you align your finances with your life goals.

Learn more about financial planning.

Awards & Recognitions

2024 Community Choice Awards Best of the Region Winner.

Who We Serve

Life's better when people understand your needs

Agriculture

Grow your business with a dedicated advisor by your side.

Learn more

Attorneys

You can trust our team to support all your unique accounting and tax needs.

Learn more

Manufacturing

Get dedicated, strategic insight into your accounting for a healthier financial future.

Learn more

Dentists

We know how to keep your practice healthy.

Learn more

Government & Nonprofit Audits

We are your expert accounting firm for government & nonprofit organizations.

Learn more

Tax-Conscious Individuals

We’ll provide advice and explore options to help you lower current or future tax bills.

Learn more

ebook

Protecting your financial data: A small business owner’s guide

Download the eBook about Protecting your financial data: A small business owner’s guide

Advantage

Your personal
finance edge

From the firm: New year, new vision: Setting the tone for 2025

Read more about From the firm: New year, new vision: Setting the tone for 2025> ➞

Smart budgeting strategies for your small business

Read more about Smart budgeting strategies for your small business> ➞

Say goodbye to shoebox accounting; say hello to online portals

Read more about Say goodbye to shoebox accounting; say hello to online portals> ➞
More articles from this issue

QuickReads

Let's talk business

Protecting your personal and business data: Essential security tips from your trusted advisor

Discover essential security practices that will help protect your financial information and make 2024 your most secure year yet.

Read more about Protecting your personal and business data: Essential security tips from your trusted advisor ➞

Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January

Smart business owners know that preparing for tax season shouldn’t wait until January. Check out our end-of-year checklist to get organized!

Read more about Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January ➞

Maximizing your charitable donations before year-end: A tax-savvy guide

Contributing to causes you care about not only supports your community and passions but can also offer significant tax benefits. Here’s what you need...

Read more about Maximizing your charitable donations before year-end: A tax-savvy guide ➞

Certified Quickbooks ProAdvisors

We help keep your books in order

WHO WE WORK WITH