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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Deduction for Car Loan Interest

01/06/26 Steve Schnettler, CPA

Effective for tax years 2025 through 2028, individuals may deduct interest on a loan used to purchase a qualified vehicle.

The maximum annual deduction is $10,000.
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Business Retirement Plan Options for 2026: What Employers Need to Know

12/16/25 Scott Malof, CPA

The retirement plan landscape largely splits into two categories: defined contribution (DC) plans and defined benefit (DB) plans. Each offers unique advantages depending on a company’s goals, workforce demographics, and cash-flow stability.
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Real Estate Professionals + Cost Segregation + OBBBA: How They Work Together

11/9/25 Austin Tucker, CPA
To capture the full benefit of this strategy, the taxpayer (or spouse, if filing jointly) generally needs to be a Real Estate Professional for tax purposes.

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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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