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Our Services

We build strategies, systems, and structures to help clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and maximize wealth accumulation.

Recent Posts

9 Tips to Make Financial Organization Easier
December 17, 2025

Staying financially organized is one of those things people assume should feel simple, but most individuals and small business owners eventually realize it behaves more like a moving target.

Thinking of Buying a Business? How Your CPA Can Help
December 9, 2025

Buying a business seems like a single decision, but anyone who has stepped into that process knows it turns into a dozen decisions stacked on top of each other.

Named as Executor in a Will? Get Help From Your CPA
December 2, 2025

Being named as an executor sounds straightforward until the paperwork arrives, the deadlines stack up, and phone calls from financial institutions start coming in.

Understanding the Tax Implications of Side Hustle Income
November 27, 2025

Side hustles have become a normal part of life. Maybe you drive for a rideshare app after work, sell custom candles online, or do a bit of freelance design on weekends.

How to Prepare Financially if You’re Caring for Aging Parents
November 19, 2025

Caring for aging parents is one of those life chapters that arrives quietly, then suddenly becomes all-consuming.

 

About Us

Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.

Melinda Handy, CPA


Industries Served

Consultants • Contractors • Dentists • Farmers • Hairdressers • Landlords • Physicians • Retail Stores • Restaurants

Let's Start Talking

Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value.

Call (541) 744-0000