Closely-Held, Family-Owned

Meeting your challenges by striving to understand your unique situation

Helping You Reach Your Full Potential

Helping your business reach its full financial potential is our objective. With extensive expertise serving all types of closely-held businesses, we have what it takes to help your business achieve and maintain prosperity and longevity in the marketplace. We understand the broad array of challenges facing closely-held businesses today, and to help overcome your challenges, we have a specialized group of professionals to work specifically with businesses just like yours.

Our specialized services include:

  • Audits, reviews and compilations of financial statements
  • Accounting services
  • Accounting software assistance for both QuickBooks and Peachtree products
  • Benchmarking/trend analysis
  • Hiring and compensation consulting
  • Estate planning
  • Financial planning
  • Mergers and acquisitions
  • Strategic planning
  • Succession planning
  • Tax planning
  • Tax return preparation

To learn how your business can reach untapped potential, contact:

Paula DePlanche

Paula DePlanche
Vice President/Partner

Evan Stowell

Evan Stowell
President/Managing Partner

Peter Ventura

Peter Ventura
Vice President/Partner

Shauna Brown

Shauna Brown

Chris McKay

Christopher McKay
Vice President/Partner

Jack Callahan

John D Callahan, Jr.

Have a Question or Concern?

Send us a note. We're here to help. One of our tax professionals will contact you promptly or at a time you specify.