Business Details
50+ Years
experience
Your Trusted Partner for Accounting and Tax Services in Illinois
Established in 1928, our firm has evolved from a sole proprietorship into a trusted accounting practice serving clients across Illinois. We combine decades of experience with a commitment to innovation, delivering tailored financial solutions for businesses and individuals. Our team of certified professionals specializes in audit, tax planning, and business consulting, serving diverse industries including agribusiness, nonprofits, and financial institutions.With offices in Paris, Casey, and Tuscola, we maintain a client-centric approach rooted in professionalism and timely service. Our mission is to act as trusted advisors, leveraging expertise to address complex financial challenges while fostering a culture of collaboration and growth. We prioritize transparency, ethical standards, and personalized attention to build lasting relationships with our clients.
Services
Audit Services
Tax Planning
Business Consulting
Payroll Services
Retirement Planning
Estate Tax Services
Accounting Systems
Financial Statements
Internal Controls
Litigation Support
Details
- Year established: 1928
Highlights and features
- Over 90 years of combined experience in accounting services
- Team of certified CPAs and QuickBooks ProAdvisors
- Specialized expertise in agribusiness, auto dealerships, and nonprofits
- Comprehensive audit and tax planning services
- Client-focused approach with personalized solutions
Associations and certifications
- Certified Public Accountants (CPA)
- QuickBooks ProAdvisor
Services
Audit Services
We provide comprehensive audit services for multi-location companies, nonprofits, and governmental units. Our CPAs ensure compliance with accounting standards while delivering actionable insights. Clients benefit from tailored reporting and expert guidance to improve financial transparency.
Tax Planning
Our tax planning services include year-end strategies, entity structuring, and estate tax optimization. We help individuals and businesses navigate complex regulations to minimize liabilities. Personalized plans address retirement, charitable contributions, and state-specific requirements.
Business Consulting
We offer strategic consulting for business plans, budgeting, and internal controls. Services include compensation planning, succession strategies, and operational efficiency analysis. Clients receive data-driven recommendations to support growth and long-term stability.
Payroll Services
Our payroll solutions cover processing, tax filings, and compliance reporting. We integrate with accounting systems to ensure accuracy and timeliness. Businesses gain streamlined operations and reduced administrative burdens through our expert support.
Retirement Planning
We develop customized retirement and estate plans considering tax implications and personal goals. Services include IRA structuring, trust planning, and asset distribution strategies. Clients receive guidance to secure financial futures while complying with evolving regulations.
People
Curtis Root
Administrative Partner
CPA and Certified Senior Estate Planning professional with leadership experience in accounting and business advisory services. Specializes in client relationship management and firm operations.
Marla Coffman
Partner
Certified Public Accountant with expertise in tax compliance and financial reporting. Focuses on delivering strategic solutions for individual and business clients across diverse industries.
Katie Knoll
Partner
CPA with extensive experience in accounting systems and business process optimization. Provides consulting services to enhance operational efficiency and financial accuracy for clients.
Megan Faulkner
Partner
Certified Public Accountant specializing in tax planning and compliance. Assists clients with entity structuring and financial strategy to achieve long-term business objectives.
Whitney Manwarring
Partner
CPA with a focus on audit services and financial statement analysis. Supports clients in maintaining regulatory compliance and improving financial reporting transparency.
Questions
What accounting services do you offer?
We provide audit, tax planning, payroll processing, business consulting, and retirement/estate planning services tailored to individual and business client needs.
How are you different from other accounting firms?
Our firm combines 90+ years of experience with personalized service, certified professionals, and industry-specific expertise in agribusiness, nonprofits, and auto dealerships.
Do you serve clients outside Illinois?
While our offices are in Paris, Casey, and Tuscola, we serve clients across multiple states through remote collaboration and electronic document management.
What is your audit process?
Our audit process includes planning, fieldwork, and reporting phases. We follow standardized procedures to ensure compliance while providing actionable financial insights and recommendations.
How do you handle tax planning for businesses?
We analyze business structures, cash flow, and growth goals to develop tax-efficient strategies including entity selection, depreciation planning, and compliance reporting.
Can you assist with QuickBooks setup?
Yes, our Certified QuickBooks ProAdvisors offer system installation, training, and troubleshooting to help businesses optimize their accounting processes.
