Our Services

Individual Accounting Services

Individual Tax Service Designed for Busy People

Our Individual Accounting Services are designed to help busy families manage their finances and grow their wealth with confidence and peace of mind. We provide individual tax planning, tax consulting and income tax preparation, as well as estate planning and estate trust preparation and planning. Our personal services are designed to work together with our business services, allowing us to partner with clients and coordinate their business and personal lives in order to meet all their goals.

Recent Articles

How to Claim Social Security Survivor Benefits

The Social Security Administration sends survivor benefits to about 6 million Americans every month, directed to widows, widowers, and children who have experienced the loss of someone who has paid into the social security program. Read on to find out who is eligible...

Connect with Your Advisors

Daniel L. Kittell, CPA
Peter A. McAllister, CPA
Stephen E. Reed
Jean A. Miller
Amanda O'Brien
Tiffany M. Evans

How can we help?