Our Services

featured

News

    • April 22, 2025
    • 8:51 pm
    Understanding the “step-up in basis” when inheriting assets

    If you inherit assets after a loved one passes away, they often arrive with a valuable — but frequently misunderstood — tax benefit called the step-up in basis. Below is…

    Read Article
    • April 21, 2025
    • 9:36 am
    Explore SEP and SIMPLE retirement plans for your small business

    Suppose you’re thinking about setting up a retirement plan for yourself and your employees. However, you’re concerned about the financial commitment and administrative burdens involved. There are a couple of…

    Read Article

  • “We do so much more than prepare your tax return; we’re here to help you meet your financial goals. The tax return is just a check to see how we did.”

    Judy Hamilton | CPA, MBA