Personal tax, accounting, and financial planning needs…

  • Personal tax preparation (including preparation of the Statement of Business or Professional Activities for self-employed individuals/partners, and effective tax planning for future years)
  • Financial & estate planning (such as preparation of a comprehensive financial plan, an estate plan review, or a detailed succession/exit plan)
  • Accounting services (including preparation of Financial Statements & bookkeeping assistance)

Business startup, growth, and all the stages in between…

Our business services help create environments where entrepreneurs serve their marketplace, employees, stakeholders, and communities with excellence.

  • Business plan assistance (such as development of cash flow models to manage the success of each business growth stage)
  • Business tax preparation (such as corporate tax returns & tax planning strategies for future growth)
  • Financial and succession planning (including key retirement strategies that help reach long term goals)
  • Accounting services (including assistance with bookkeeping and preparation of financial statements)
  • Strategic consulting services (such as reviews of critical business strategies or business models, and development of a comprehensive strategic action plan)

Photo courtesy of Merlyn Guilderson Photography

We appreciate how dedicated to our business Steve is. He always goes above and beyond our expectations.


‘Beyond the numbers’ is how I would describe Steve’s approach. He has helped to change the direction of our business and, we believe, our future.

Investment Planning Client