Our Services


Tax Planning and Preparation

Our goal is to provide our clients timely and professional tax advice that enables them to comply with federal and state tax laws while ensuring that they pay the minimum amount of tax required by law. We meet with clients  as often as necessary throughout the year and take all possible steps to minimize their tax liability. In addition to routine planning and compliance, we can help our clients with type of entity selection, IRS and State tax examinations, and tax and financial consideration in connection with investment planning. Specifically, we provide the following tax preparation services:

  • Individual federal and state returns
  • Corporate and partnership returns
  • Gift tax returns
  • Trust income tax returns
  • Exempt organization returns 

Accounting Services

Timely and accurate financial statements are critical to the success of all businesses.  Specific services we provide in this area are: 

  • Compilation of financial statements
  • Accounting and bookkeeping services
  • Accounting system set-up and training
  • Oversight of clients performing their own accounting
  • Quickbooks® consulting
  • Payroll services

Audit and Review Services

Our CPAs have over 35 years of auditing experience in various industries including farmers cooperatives, grain companies, distribution companies, health care, non-profit organizations and governmental agencies.  

We take pride in being able to bring this breadth of audit experience to our current and prospective clients.  




Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck