Business Details
We have been serving the greater Augusta region for decades, establishing ourselves as one of the oldest accounting firms locally. Our firm was the first professional CPA tax practice in Georgia, reflecting a pioneering legacy. We operate from two offices on the GeorgiaSouth Carolina state line, providing convenient access to clients in both states. Our team delivers solutionfocused tax planning, preparation, and comprehensive audit services that address complex fiscal challenges. We specialize in construction accounting, employee benefit plan audits, healthcare tax planning, and federal tax credit incentives. Our CFO services offer strategic financial leadership for growing businesses and nonprofits without the cost of a fulltime executive.
We guide owners through business succession and estate planning to protect legacy assets and minimize transfer taxes. Our rigorous audit and internalcontrol processes ensure compliance with GAAP and regulatory standards. We maintain a clientfirst philosophy, treating each client as a neighbor and part of our community. Over twenty years of consistent, accurate service have earned us high praise from families and corporate partners alike. We are committed to transparency, ethical standards, and delivering measurable financial results that support our clients longterm fiscal goals.
We guide owners through business succession and estate planning to protect legacy assets and minimize transfer taxes. Our rigorous audit and internalcontrol processes ensure compliance with GAAP and regulatory standards. We maintain a clientfirst philosophy, treating each client as a neighbor and part of our community. Over twenty years of consistent, accurate service have earned us high praise from families and corporate partners alike. We are committed to transparency, ethical standards, and delivering measurable financial results that support our clients longterm fiscal goals.
Highlights and features
- We are one of the oldest accounting firms in Augusta.
- Our firm was Georgias first professional CPA tax firm.
- We provide solution-focused tax, accounting, and audit services.
- Our team offers comprehensive tax credits and incentive expertise.
- We have served clients for over twenty years with consistency.
Services
Tax Planning and Preparation
We develop comprehensive yearend tax strategies that identify every eligible deduction and credit. Our service is designed for individuals, families, and businesses seeking to reduce their tax liability. Clients receive a detailed plan that maximizes savings and ensures compliance with 2025 tax regulations.
Business Succession and Estate Planning
We guide owners through structured succession plans that protect legacy assets and minimize transfer taxes. Our expertise serves familyowned enterprises, highnetworth individuals, and trusts requiring precise estate coordination. The result is a seamless transition that safeguards wealth and aligns with longterm financial goals.
CFO Services
We provide outsourced CFO solutions that deliver strategic financial leadership without the overhead of a fulltime executive. Targeted at growing companies and nonprofits, our service includes budgeting, forecasting, and cashflow optimization. Clients gain actionable insights that improve profitability and support informed decisionmaking.
Audit and Internal Controls
We conduct external audits and design internal control frameworks that meet GAAP and regulatory standards. Our audit services serve corporations, government entities, and nonprofits requiring transparent financial reporting. Deliverables include risk assessments, compliance certifications, and recommendations that strengthen fiscal integrity.
Construction Accounting
We specialize in construction accounting, handling jobcost tracking, progress billing, and lien waivers. Our services are tailored for contractors, subcontractors, and developers managing multiple projects. Clients benefit from accurate, timely financial reporting that improves cash flow, reduces disputes, and enhances project profitability.
