Mission Statement

To provide outstanding accounting services
that bring value to our clients.


We believe in the value of relationships:
business, community and personal.


We are YOUR business partner.


YOUR success is our success.

Our website was prepared to inform and assist both clients and non-clients.
We welcome your thoughts and comments.

Combine your investment information from multiple accounts into a single location, and provide your tax professional access to your yearly gain/loss data for the preparation of your tax return.  Get accurate cost basis, capital gain tax lot data, and trade decision tools that maximize your after tax returns, providing better results for your investment portfolios.
Access your files with our secure, online document sharing application. Click here to enter your username and password.