Consulting

Helping you secure your financial future is my top priority. I'll use my 20+ years of experience to show you the best way to deal with your toughest issues.

Analysis

I've helped dozens of businesses and hundreds of individuals achieve financial freedom, and I'll do the same for you!

Strategy

Together, we'll plan out your entire financial outlook. Planning today prevents problems tomorrow.

Welcome

We are problem solvers who provide our clients with innovative strategies and personalized service to help them make the most of their business and personal resources. We offer personal and business tax preparation, planning, and accounting services to both individuals and small businesses. We advise clients on compliance issues, business start-up requirements, and IRS communications.

The goal of our office is to provide outstanding professional service at tax time as well as throughout the year in a friendly, relaxed atmosphere. We develop long-term working relationships with our clients to provide them with an informed, consistent approach to personal and business finances.

Awards

  • West Virginia and
    Mid-Atlantic Region Accountant Advocate
    of the Year
  • Certificate of Recognition from AICPA PCPS for Quality Control
  • Small Business Administration
    Award Winner