Business Details
We have been serving Vermont businesses and individuals since 1975, building a legacy of trusted financial stewardship. Our firm grew from a sole proprietorship in 1978 to a team of thirteen CPAs and dedicated support staff. We hold membership in the American Institute of Certified Public Accountants and have passed its Quality Review Program with no deficiencies. Our auditors follow Government Auditing Standards and the ethics rules of the AICPA and the State of Vermont, ensuring independence and integrity. We provide a full spectrum of services including audit and assurance, tax preparation and planning, accounting and bookkeeping, payroll, and business advisory. Each client receives personal attention as we treat every relationship as a partnership focused on shared success.
Our professionals stay current through continuous education, guaranteeing compliance with the latest financial regulations and best practices. We leverage our extensive experience to develop strategic tax plans, improve internal controls, and conduct fraud risk assessments. Our financial analysis and valuation expertise help businesses enhance profitability, plan succession, and achieve longterm objectives. We are committed to delivering superior, timely service while upholding the highest ethical standards in every engagement. Our mission is to guide clients toward their goals, improve their bottom line, and earn their confidence through transparent, resultsdriven solutions.
Our professionals stay current through continuous education, guaranteeing compliance with the latest financial regulations and best practices. We leverage our extensive experience to develop strategic tax plans, improve internal controls, and conduct fraud risk assessments. Our financial analysis and valuation expertise help businesses enhance profitability, plan succession, and achieve longterm objectives. We are committed to delivering superior, timely service while upholding the highest ethical standards in every engagement. Our mission is to guide clients toward their goals, improve their bottom line, and earn their confidence through transparent, resultsdriven solutions.
Highlights and features
- We have been operating since 1975, delivering decades of expertise.
- Our team includes 13 CPAs and support staff in Montpelier.
- We passed the AICPA Quality Review Program with no deficiencies.
- Our independence follows Government Auditing Standards and Vermont CPA ethics.
- We maintain continuous education to stay current with financial regulations.
Services
Audit & Assurance
Our audit and assurance services thoroughly evaluate financial statements for accuracy and compliance. We serve Vermont businesses, nonprofits, and governmental entities that require rigorous independent reviews. Clients benefit from reduced risk, enhanced credibility, and actionable insights that support informed decisionmaking.
Tax Preparation & Planning
We prepare individual and business tax returns while developing comprehensive strategic tax plans. Our clients include Vermont residents, corporations, and nonprofit organizations seeking compliance and savings. The service reduces liability, maximizes deductions, and ensures timely filing with the IRS, providing peace of mind.
Accounting & Bookkeeping
Our accounting and bookkeeping solutions maintain accurate general ledgers and financial records monthly. We serve small to midsize Vermont businesses that need comprehensive reliable financial reporting. Clients receive timely statements, QuickBooks support, and transparent data for strategic informed management decisions.
Payroll Services
We manage seamless payroll processing, tax withholdings, and employee benefit administration. Our service is designed for Vermont employers of all sizes seeking comprehensive accuracy and compliance. Clients benefit from reliable payments, reduced penalties, and dedicated support, providing peace of mind yearround.
Business Advisory
Our business advisory offers comprehensive financial analysis, strategic planning, and valuation guidance. We assist Vermont companies in robust financial growth, succession, and improving operational efficiency. Clients gain actionable insights, risk mitigation, and a clear roadmap to achieve longterm future objectives.
