Bridging the gap between accounting and personal service

What we do

Let us take the stress out of running your business

Tax

Keep more of your hard-earned money with sound, strategic tax planning and preparation support.

Learn more about tax.

Financial Audit Services

Providing sound insight on financial statements and internal controls over financial reporting.

Learn more about financial audit services.

Bookkeeping & Payroll

Let us take these responsibilities off your hands, so you can focus on your business.

Learn more about bookkeeping.

Financial Planning

Our affiliates at Lucas Group Financial Advisors help you align your finances with your life goals.

Learn more about financial planning.

Who We Serve

Life's better when people understand your needs

Agriculture

Grow your business with a dedicated advisor by your side.

Learn more

Attorneys

You can trust our team to support all your unique accounting and tax needs.

Learn more

Manufacturing

Get dedicated, strategic insight into your accounting for a healthier financial future.

Learn more

Dentists

We know how to keep your practice healthy.

Learn more

Government & Nonprofit Audits

We are your expert accounting firm for government & nonprofit organizations.

Learn more

Tax-Conscious Individuals

We’ll provide advice and explore options to help you lower current or future tax bills.

Learn more

ebook

How to work securely with your accountant during tax season

Download the eBook about How to work securely with your accountant during tax season

Advantage

Your personal
finance edge

From the firm: A season to reflect and get ahead

Read more about From the firm: A season to reflect and get ahead> ➞

Choosing your 401(k) pathway: A guide to a golden retirement

Read more about Choosing your 401(k) pathway: A guide to a golden retirement> ➞

Retiring to a warmer climate?

Read more about Retiring to a warmer climate?> ➞
More articles from this issue

QuickReads

Let's talk business

How to feed a diverse group of eaters at holiday get-togethers

Curate a menu to help all your guests have a joyful and satisfying holiday feast, no matter their dietary preferences or restrictions.

Read more about How to feed a diverse group of eaters at holiday get-togethers ➞

The best time to start saving for college is…now

College is pricey. But when’s the best time to start saving? Spoiler: It’s sooner than you think.

Read more about The best time to start saving for college is…now ➞

9 tips for juggling back-to-school season

School bells are almost ringing again, and we’ve got tips to help you get geared up for the school year.

Read more about 9 tips for juggling back-to-school season ➞

Certified Quickbooks ProAdvisors

We help keep your books in order

WHO WE WORK WITH