• Are you getting all the tax breaks you are entitled to?
  
  Every person has a different situation, we can work with you on an individual level to ensure that you are getting all the breaks you are entitled to for your unique situation.
  
  
• Are you aware of current tax law changes?
  
  Tax law changes often. We attend tax update seminars prior to tax season so that our clients benefit from the newest information.
  
  
• Did you know that tax planning can save you money at year end?
  
  There are things that can be done prior to year end. Your tax appointment could be too late to capitalize on those savings.
  
  
• Do you want experienced tax planners on your side?
  
  Our team has a long history in the tax and accounting business. Let us bring our experience to your situation.
  

CPAs

Tom Dokter, CPA

James Hartwell, CPA, CFP

Dan Keplar, CPA

 

Support Staff

 

Melissa Pallas

Bonnie Nitz