Business Details
We are a certified public accounting firm serving individuals and businesses in the Upper Valley area since 1990. We specialize in tax planning and preparation for closely held businesses, estates, trusts, individuals, and notforprofit entities. We bring more than three decades of experience after earning his accounting degree in 1986 and beginning his career at local CPA firms. We have earned the Personal Financial Specialist (PFS) designation and maintain active membership in the American Institute of CPAs and the New Hampshire Society of CPAs. We are certified to practice in New Hampshire and Vermont and adhere to the highest professional standards in all engagements. We provide comprehensive assurance services, accounting services, and tax services tailored to each clients unique financial situation.
We work proactively with our clients to plan for future events rather than merely recording past transactions. We explain the meaning behind the numbers so that our clients, their families, and their businesses can make informed financial decisions. We have a senior accountant with an Enrolled Agent license, a dedicated office manager with fifteen years of tax preparation experience, and a receptionist skilled in tax return processing. We are committed to delivering accurate, timely, and transparent service that exceeds client expectations. We invite you to contact us to schedule an appointment and experience the difference of dedicated, expert financial guidance.
We work proactively with our clients to plan for future events rather than merely recording past transactions. We explain the meaning behind the numbers so that our clients, their families, and their businesses can make informed financial decisions. We have a senior accountant with an Enrolled Agent license, a dedicated office manager with fifteen years of tax preparation experience, and a receptionist skilled in tax return processing. We are committed to delivering accurate, timely, and transparent service that exceeds client expectations. We invite you to contact us to schedule an appointment and experience the difference of dedicated, expert financial guidance.
Highlights and features
- We have delivered tax and accounting services for 30+ years.
- We hold PFS, CPA, and Enrolled Agent credentials.
- We are certified to practice in New Hampshire and Vermont.
- We provide personalized tax planning and business valuation expertise.
- We ensure full transparency in all client communications and reporting.
Services
Accounting Services
We provide fullservice accounting for individuals, businesses, estates, trusts, and notforprofit entities, covering bookkeeping, payroll, and financial reporting. Our detailed financial statements and management reports enable clients to monitor performance, control costs, and make informed strategic decisions. We guarantee accuracy, timely delivery, and transparent communication, ensuring clients can rely on trustworthy financial insight.
Tax Services
We deliver comprehensive tax planning and preparation for individuals, businesses, estates, trusts, and notforprofit organizations. Our strategic approach identifies savings opportunities and ensures compliance, helping clients reduce liabilities and protect wealth. We provide personalized guidance and timely filing, giving clients confidence that their tax obligations are handled accurately and efficiently.
Assurance Services
We offer assurance services that verify financial statements and internal controls for businesses and organizations. Our independent examinations provide assurance of reliability, enhancing stakeholder confidence and supporting sound decisionmaking. Our rigorous methodology ensures transparent reporting, giving clients confidence that their financial information meets professional standards.
