Our services

Advisory Services

The soft science of business. Business owners often need a sounding board, a financial analysis, or a top-notch specialist like a pension provider or a business succession planner. Advisory services are customized to shorten the path to achieving your business goals.

Tax Services

Tax Efficiency results from paying the least legal amount of tax. It is the result of a year-round process that starts with a HOLISTIC and PROACTIVE tax plan adjusted quarterly for tax law and business changes. Business and Individual Tax Preparation completes the process.

Business Services

The services your business needs to thrive. We provide part-time CFO services, accounting reviews and bookkeeping, payroll services and reporting, sales tax reporting, staff training, and other services customized to your specific needs.

Bite into Opportunity

Why is our motto "Bite into Opportunity"? It’s simple. Just like you, we are experts at recognizing opportunities, preparing to seize the opportunity, and, most importantly of all, taking the necessary action. We work alongside our clients to actively plan their tax situation, assist with business services that add value to your bottom line, and provide access to vetted experts who can provide the services you need. Yes, we can prepare your tax return. Yes, we can help you to implement projects within your business, to move toward and monitor your goals, to save money, and to fill in the gaps with needed services. In addition, we will also do that with a goal of returning a substantial benefit to your bottom line from our services - a return on your investment.

Our Team

Debra Richie, CPA, CTC, Owner

John Richie, Firm Administrator

Our How

Proactive and Holistic Thinking

We want to know what your goals and dreams are so we can help you achieve the best results possible for your unique situation. We know that being involved at the beginning of a project, or a year, allows us to provide planning and guidance to arrive at the best end-result. By combining our expertise, experience, and energy, each client receives close personal and professional attention when it is the most effective. We cannot change the past, but we can help shape the future.

Proficient Implementation

Excellent planning will not come to fruition without the appropriate implementation. We recognize that in an ever-changing world, we need to be continuously educating in a variety of areas: tax, technology, business law, business management, and employee benefits to name a few. We seek advanced education and utilize industry-leading tax preparation and tax research resources to ensure that our technical skills properly serve our clients and produce accurate, high-quality results.

Responsive to Change

Our firm is responsive to both the legislative and the real world factors that impact our clients. Tax laws are in a constant state of flux. As are the businesses we work with. A holistic plan to achieve goals and maximize tax efficiency is a business essential. In addition, we are part of a virtual family office that brings together vetted, high-quality specialists to meet the needs of our clients. We meet quarterly with our clients to adapt when situations change, and plans need adjustment.