We Hear You
Client relationships drive our firm. Our tagline, “we hear you,” underscores our commitment to truly listening and understanding our clients’ needs.
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Our key areas of industry expertise include manufacturing, privately held businesses and not-for-profit organizations. Having serviced these types of clients for so many years, we have developed a deep understanding of the specific challenges they face.
Featuring extensive assurance, tax and business advisory knowledge, along with specific expertise in international taxation, business valuation, retirement plan administration services, and family wealth planning. We offer exactly what you need to succeed.
Our team was founded on the principles of integrity, relationships, growth and commitment.” We continually reinvest our time and resources in process improvement. Our clients stay with us for years and years — and our employees do, too.
Success Stories
Clients share how they count on our expertise, creativity and responsiveness
Articles & Insights
Timely and relevant information critical to your financial success
What Happens When a Donor Wants Money Back?
Whether or not nonprofit organizations can refund a donor’s contribution, however, depends on the size of the gift, the state’s regulations, and the impact of returning the gift. Learn more.
Exclusion for Gain on Sale of Primary Residence
In order to exclude the gain on the sale of your primary residence from your taxable income, you must pass two tests: ownership and use. Click for examples and to learn more about the requirements.
Responsibilities of the Board of Directors
A Board of Directors is legally responsible for the operation of the nonprofit organization for which it serves. In fact, individual members can be held personally liable for improper conduct if they breach their duties. Learn more.