Meet Your New Partners in Making Your Business Succeed.

 
 

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

Should You Be Worried About an Audit? Here’s the Truth
April 25, 2025

Few things create as much anxiety among taxpayers as the possibility of an IRS audit. However, the reality of audits is often far less alarming than you might assume.

Understanding Estimated Taxes: A Guide for Self-Employed Individuals
April 17, 2025

Self-employment offers flexibility, independence and the potential for unlimited earnings, but it also comes with important financial responsibilities—one of the most significant being taxes,

Is Your Business Leaking Money? X Hidden Expenses You Can Cut Today
April 10, 2025

Every business owner aims to maximize profits, yet many overlook hidden expenses that quietly drain resources.

Are You Paying Your Employees Enough? Avoiding Red Flags With Payroll Taxes
April 3, 2025

Managing payroll is one of the most important responsibilities for business owners.

Running a Successful E-Commerce Business
March 27, 2025

With the ways things are going with the economy, more people are looking to be their own boss with an e-commerce business.

 

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.

Industries Served

Associations • Attorneys • Consultants • Contractors • Dealerships • Dentists • eCommerce • Landlords • Physicians • Retail Stores • Restaurants • Schools • Social Service Agencies

  • Jeanna Reese is competent, approachable, efficient, and delightfully personable. She always makes time to address my questions in a very timely manner.

    -- Dianne W.

  • Jeanna Reese was an absolute pleasure to work with: professional, courteous, and friendly.

    -- Martha H.

  • Jeanna Reese patiently and fully answered all of our questions, and had a some specific recommendations for us that would increase our tax refund for next year. She is professional, friendly, and keeps everything simple.

    -- David K.

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 (970) 264-5330