Business Details
We have served the greater Augusta region as one of its oldest and largest accounting firms since our founding. We were the first professional CPA tax firm established in Georgia, setting a standard for excellence. We operate two offices along the Georgia-South Carolina state line to provide accessible, solution-focused services. Our team approach ensures that every client benefits from collective expertise across tax, accounting, and auditing disciplines. We specialize in construction accounting, healthcare tax planning, employee benefit plan audits, and federal tax credit optimization. We guide businesses and individuals through complex succession planning, estate strategies, and CFO-level financial oversight.
Our professionals maintain rigorous standards through continuous education and adherence to the highest ethical guidelines. We treat every client as a neighbor and family member, fostering relationships that span decades and generations. Our commitment to transparency means we communicate proactively, ensuring you understand every fiscal decision. We deliver accurate, timely results even when clients face disorganization or pressing deadlines. Our community involvement reflects our dedication to the region's economic vitality beyond compliance work. We measure success by the long-term financial health and peace of mind of those we serve.
Our professionals maintain rigorous standards through continuous education and adherence to the highest ethical guidelines. We treat every client as a neighbor and family member, fostering relationships that span decades and generations. Our commitment to transparency means we communicate proactively, ensuring you understand every fiscal decision. We deliver accurate, timely results even when clients face disorganization or pressing deadlines. Our community involvement reflects our dedication to the region's economic vitality beyond compliance work. We measure success by the long-term financial health and peace of mind of those we serve.
Highlights and features
- We were Georgia's first professional CPA tax firm.
- We operate two offices serving Georgia and South Carolina.
- Our team approach delivers collective expertise across all disciplines.
- We specialize in construction, healthcare, and federal tax credits.
- Our clients remain with us for over twenty years.
Services
Tax Planning and Preparation
We develop comprehensive year-end tax strategies tailored to individuals and businesses across the Augusta-Aiken corridor. Our proactive approach identifies every available deduction and credit to minimize liabilities legally. Clients receive personalized guidance that aligns with evolving federal and state regulations for optimal financial outcomes.
Succession and Estate Planning
We design customized succession plans that protect business continuity and family wealth for future generations. Our integrated strategy addresses tax implications, ownership transfer structures, and governance frameworks. Clients gain peace of mind knowing their legacy is secured through meticulous, forward-thinking planning.
CFO Services
We provide part-time CFO expertise to businesses lacking in-house financial leadership across Georgia and South Carolina. Our strategic oversight includes cash flow management, budgeting, forecasting, and key performance indicator analysis. Clients make informed decisions that drive profitability and sustainable growth without the cost of a full-time executive.
Audit and Internal Controls
We conduct external and internal audits that ensure regulatory compliance and operational integrity for organizations of all sizes. Our risk-based methodology identifies control weaknesses and recommends actionable improvements. Clients receive transparent reporting that strengthens stakeholder confidence and safeguards assets against fraud or error.
Construction Accounting
We deliver specialized accounting for contractors navigating complex job costing, revenue recognition, and multi-state compliance requirements. Our industry-specific expertise ensures accurate percentage-of-completion reporting and optimized tax strategies. Clients minimize financial risk and maximize profitability on every project through precise, real-time financial visibility.
