Empowering Your Financial Future, One Relationship at a Time
At our firm, we are dedicated to providing personalized service and creative solutions for all your accounting and financial needs. With over 25 years of experience, we take pride in our "out of the box thinking" approach to help our clients achieve their financial goals.
Our Philosophy
Our philosophy is centered on building strong relationships with our clients. We believe that understanding our clients' needs and goals is the key to providing exceptional service. Our team of experienced professionals is committed to delivering creative solutions that are tailored to each client's unique situation.
Our Team
Our team is led by Larry B. Parness, CPA, CGMA, MST, MBA, PFS, a highly experienced professional with over 40 years of experience in taxation, financial services, and business development. Larry's expertise includes corporate management, retirement planning, estate administration, budgeting, financial software & computer systems, and tax planning & preparation. He is a certified Personal Financial Specialist (PFS) and a Chartered Global Management Accountant (CGMA), and he continues to pursue professional development to stay current on all trends, topical issues, and compliance related to accounting, taxation, and financial planning.
Nikki M. Parness (Snyder), CFP, CPA, MBA, is also an integral part of our team. With a background in economics and a focus on financial planning, Nikki takes a holistic approach to help clients meet (and exceed) their financial goals. She is a Certified Public Accountant (CPA) and a Certified Financial Planner professional, and she has worked in both the public and private sectors.
Our Services
We offer a wide range of services to meet the needs of our clients, including:
- Tax Preparation: We provide comprehensive tax preparation services for individuals, businesses, and estates. Our team stays up-to-date on the latest tax laws and regulations to ensure that our clients receive the best possible outcome.
- General Accounting Services: We offer a full suite of accounting services, including bookkeeping, financial statement preparation, and budgeting. Our team can help you manage your financial records and provide you with the information you need to make informed decisions.
- Business Development Consultation: We work with businesses to develop strategies for growth and success. Our team can help you with business planning, budgeting, and financial forecasting.
- Estate and Financial Planning: We provide comprehensive estate and financial planning services to help you protect your assets and plan for the future. Our team can help you with retirement planning, estate administration, and wealth management.
- Wealth Management: We offer wealth management services to help you grow and protect your assets. Our team can help you with investment management, retirement planning, and estate planning.
Resources
We are committed to providing our clients with the resources they need to make informed decisions. Our website includes a range of resources, including articles, tools, and calculators. We also provide regular updates on tax laws and regulations.
Tax Season
Tax season can be a stressful time for individuals and businesses alike. Our team is here to help you navigate the complexities of tax preparation and ensure that you receive the best possible outcome. We provide comprehensive tax preparation services for individuals, businesses, and estates, and we stay up-to-date on the latest tax laws and regulations.
If you have a pressing question about your taxes or finances, please don't hesitate to contact us. We are here to help you find the answers you need.
Tax Preparation and Consulting
The reviews for this tax preparation firm are overwhelmingly positive, with all authors giving 5-star ratings. The reviewers praise the kindness, helpfulness, and professionalism of the accountants, particularly Nikki and Larry.
Exceptional Service
The reviewers note that the accountants are knowledgeable, responsive, and thorough in their work. David Mazza mentions "individualized service provided, " while Stephanie K. notes that Nikki is "friendly, knowledgeable, responsive, and organized." Emily Martin emphasizes Nikki's kindness and helpfulness, while Muhammad M. praises the firm's welcoming atmosphere and thorough consultation.
Business Startups
Eric Flores and Muhammad M. highlight the firm's expertise in starting a new business. Eric notes that Nikki did not push him in any direction, providing unbiased guidance on operating as a sole proprietor, LLC, or S-corporation. Muhammad M. appreciates the firm's guidance on starting a new business venture.
Support and Guidance
The reviewers emphasize the accountants' willingness to answer questions and provide guidance. Sara C. mentions that the firm's accountants know their stuff, while David Mazza praises the firm for providing "wonderful, individualized service."
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