While you focus on growing your business
let us take care of the books...

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Tax Services

We take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide both our individual and business clients with the taxation expertise and knowledge that they need throughout the year.


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Accounting Services

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and serve as the foundation of your successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping, including accounts payable & receivable, cash flow & budget analysis, reporting and more. We’ll make sure you always have a clear picture of your financial position.


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Consulting Services

We gauge our value by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth, and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.


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OUR TEAM

Photo of Ron Purdy
Ron Purdy
CPA
Photo of Kathy Whitesell
Kathy Whitesell
Office Manager
Photo of Candice Seymour
Candice Seymour
Assistant to the President/Client Services Coordinator
Photo of Dennis Klein
Dennis Klein
Webmaster/IT Specialist
Photo of Matt Sadlowski
Matt Sadlowski
Senior Accountant
Photo of Angelica Avalos
Angelica Avalos
Senior Bookkeeper
Photo of Aliyah Lorraine
Aliyah Lorraine
Marketing Director
Photo of Jeanne Sanani
Jeanne Sanani
Accountant
Photo of Espi Whitaker
Espi Whitaker
Administrative Assistant
Photo of Nancy Perez
Nancy Perez
Administrative Assistant
Photo of Maria Fernandez
Maria Fernandez
Seasonal Tax Accountant

CONTACT US

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