Who We Are

Our budget for advertising is zero. We believe that having quality clients is as important as our clients having a top notch Tax and Financial Professional. Our clients come to us by referral from clients who enjoy working with us.

We have been working with clients for over 30 years and many of our existing clients have been with us the entire time. We were with them when they began their careers, raised their children through college, and into retirement. Through each phase of life, we provide assistance and guidance all along the way. In many cases, we are now working with their children as they establish their lives.


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Our Team

What We Do

Tax Preparation

It is said that death and taxes are the two constants in a person's life. The difference is, you only die once - but you deal with taxes year after year. Proper guidance and planning can insure that you have as much of your hard earned salary left to accomplish the financial goals important to you. We prepare Individual, Trusts, Partnerships, LLC's, and Personal Corporate returns for all states.

Tax Services

Financial Planning

Though there are often similarities in the generalized financial goals and obligations we have, ultimately each person's are unique. We believe it is our job to help people discover and attain the things that are most important for them. We offer a very personalized process for each client with the goal of establishing long-term relationships. We are not interested in a "one-off" sale that generates a commission for us.

Financial Services

Latest Blogs

Derek Thomsen |
2017 included significant changes for us. Katie, who worked as part of the team for 10 years, decided that 3 kids was a full time endeavor so she's no longer working with us. The culmination of a 2 year search resulted in adding Derek Thomsen to the team in her place. Derek brings a lot to our team with a degree in Economics & Business, he's licensed as an Enrolled Agent (highest designation granted by...
Derek Thomsen |
It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you from becoming overwhelmed in the event that you develop a chronic illness, disability or other condition. By planning your care now, you’ll be more likely to have greater control over significant decisions and remain comfortable as you get older. Here are some ways that you can...
Derek Thomsen |
College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances. From deciding how to use their spending money to deciphering student loan options, it can be difficult for students to adjust to the financial side of college living. But it’s a great time for them to learn how responsibility and planning can lead to success, both for...