Integrity – deliver what we promise. Always being honest with each other as a team and with our clients.
Drive – good is not enough. We want our team and clients to always reach for something better than good. They should always be striving and working for great.
Teamwork – each member of the team will always put the team first. Their individual success and motives come after. We will never move forward or be successful if each team member has their own agenda, and never works on a common goal and vision for the organization. We strive to work collaboratively with all of our clients year round to have their goals become our goals.
Positivity – always be able to find the good in a situation, person or experience and be able to learn from it.
Education – our employees should constantly be learning. With continual education, employees improve their value to the firm and increase their personal value.
Wellness – we strive to live in a state of complete physical, mental and social well-being. We believe that supporting our employees and others around us to obtain a healthy lifestyle creates a well-rounded environment to excel.
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This is an administrative position providing support to all team members of the firm. This position encompasses a wide range of activities with involvement in all phases of administration...Learn More
The individual for this position must be detail oriented and have high acumen for accounting and customer service. This position plays an integral role in the firm by ensuring the client’s financial records, accounting...Learn More
The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.
Like the old paraphrased saying goes: In this world, two things are certain—death and taxes. The recent federal tax overhaul changed a lot of rules, so it’s as important as ever to understand your tax obligations, including those on Social Security benefits.
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.