BEYOND ACCOUNTING.
PARTNERS IN PROGRESS.

Guiding your business with clarity, strategy, and confidence.

The industries we serve are as diverse as our clients. Whether you’re managing projects, properties, or people, we help you navigate your financial landscape with precision and foresight.

INDUSTRIES

THE BIG PICTURE
APPROACH

We don’t just focus narrowly on tax or accounting. We take a broader view.

We bring together tax planning, compliance, client accounting & payroll under one roof, creating a true holistic solution. Add in a culture of responsiveness and long-term client loyalty, and you get a firm that consistently delivers.

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SERVICES

TAX PLANNING & COMPLIANCE

Comprehensive tax strategies for your business, your life and your legacy.

• Business Income Tax

• Individual Tax

• Estates & Trusts

• Non Profit

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CLIENT ADVISORY SERVICES

Hands-on accounting and payroll support that feels like part of your team.

• Outsourced and Co-sourced Accounting

• Fractional Controller Services

• Internal Financial Statement Preparation & Related
Accounting Reconciliations

• Payment Processing and Document Management

• Receivables Processing and Document Management

• Special Project Consulting

• Payroll Processing & Compliance

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Schedule 1-A (Form 1040): The New “Additional Deductions” Sheet for 2025

10/27/25 Jacob Sizemore, CPA

This single page is where taxpayers will compute and claim four temporary deductions created by the One Big Beautiful Bill (OBBB): tips, overtime, passenger-vehicle loan interest, and a new senior deduction.
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The QBI Deduction Is Now Permanent: What That Means for Small Business Owners

10/15/25 Bobby Livesay, CPA

Good news for pass-through business owners, the One Big Beautiful Bill (signed July 4, 2025) makes the 20% Qualified Business Income (QBI) deduction permanent.
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QCDs: A Charitable Win for Non-Itemizers

10/1/25 Austin Tucker, CPA

Many retirees give to charity but no longer itemize because the standard deduction is higher for most taxpayers. A Qualified Charitable Distribution (QCD) lets you support charities and get a real tax benefit—even when you don’t itemize.
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100% Bonus Depreciation: What to Know Now

9/17/25 Jacob Sizemore, CPA

Who benefits:
S-Corporations, Partnerships, C-Corporations Schedule C, E, F filers, and businesses planning 2025 equipment purchases or interior buildouts.
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2025 Federal Tax Basics: Quick Reference for Families & Individuals

9/3/25 Bobby Livesay, CPA

Staying current on the 2025 rules helps you plan withholding, quarterly estimates, and year-end moves.

Here are the core figures most clients ask about.

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