Business Details
We have been serving clients since our establishment in 1956, bringing over six decades of experience to every engagement. Our family-led firm has evolved with each generation to meet the changing financial needs of business owners and investors. We specialize in providing a holistic approach to business financial management that goes beyond traditional accounting services. Our expertise encompasses navigating complex tax situations, including multiple state and federal K-1s and diversified investment portfolios. We offer comprehensive solutions tailored to each stage of a business's lifecycle, from startup to expansion and eventual sale. Our team of Certified Public Accountants delivers accurate tax preparation, strategic planning, and IRS audit representation with meticulous attention to detail.
We provide estate consulting services designed to safeguard legacies, minimize tax liabilities, and ensure wishes are fulfilled for clients and their heirs. Through business consulting, we assist organizations with strategic development, operational improvements, market expansion, and facilitation of successful sales. Our accounting and bookkeeping services maintain precise financial records and ensure compliance with accounting principles, allowing clients to focus on growth. We uphold the principles of effective communication, hard work, and respect, fostering an inclusive environment where every client's unique financial landscape is carefully managed. Under the leadership of Cory Strange and George Coats, we remain committed to delivering trusted, comprehensive financial guidance and support.
We provide estate consulting services designed to safeguard legacies, minimize tax liabilities, and ensure wishes are fulfilled for clients and their heirs. Through business consulting, we assist organizations with strategic development, operational improvements, market expansion, and facilitation of successful sales. Our accounting and bookkeeping services maintain precise financial records and ensure compliance with accounting principles, allowing clients to focus on growth. We uphold the principles of effective communication, hard work, and respect, fostering an inclusive environment where every client's unique financial landscape is carefully managed. Under the leadership of Cory Strange and George Coats, we remain committed to delivering trusted, comprehensive financial guidance and support.
Highlights and features
- We bring over 60 years of experience since 1956.
- Our familyled firm evolves each generation to meet client needs.
- We manage complex tax scenarios with state and federal K1s.
- Our integrated services cover formation, growth, sale, and postsale planning.
- We deliver clear communication trusted by clients for two decades.
Services
Tax Preparation
Our Tax Preparation service provides expert tax preparation and filing for individuals and businesses. We navigate complex tax regulations to ensure compliance while identifying opportunities to minimize liabilities. Clients benefit from maximized savings and accurate, timely submissions that support their financial goals.
IRS Audit Representation
Our IRS Audit Representation service manages the entire audit process directly with the IRS. Our experienced CPAs handle complex audit procedures, working to reduce financial exposure and penalties. Clients gain peace of mind knowing their case is handled professionally, minimizing disruption to their operations.
Estate Consulting
Our Estate Consulting service offers personalized strategies to protect and distribute your assets efficiently. We work to minimize estate tax liabilities while ensuring your wishes are honored for your heirs. Clients receive peace of mind through a clear, customized plan that safeguards their legacy.
Business Consulting
Our Business Consulting service supports organizations from startups to established companies seeking growth. We provide tailored solutions for strategic development, operational improvements, and market expansion. Clients benefit from expert guidance that facilitates successful acquisitions, organic growth, and ultimately, a profitable sale.
Accounting and Bookkeeping
Our Accounting and Bookkeeping service simplifies daily financial operations for businesses. Our CPAs manage daytoday bookkeeping, maintain accurate records, and ensure compliance with accounting principles. Clients gain reliable financial data and the freedom to focus on growth and strategic initiatives.
