Our Services

Tax Planning & Preparation

  • Individual Tax Preparation and Planning
  • Business Tax Preparation and Planning
  • Estate and Trust Tax Preparation and Planning
  • IRS and State Tax Audits and Representation

Accounting Services

  • Compiled and Reviewed Financial Statements
  • Business Start Up and Software Setup
  • Certified QuickBooks ProAdvisor Affiliate
  • On-site Accounting Systems Analysis
  • Payroll Services
  • Preparation of Payroll Tax Reports

Financial Advising

  • Retirement Plans
  • Tax Plans
  • Estate and Business Succession Plans
  • Business Valuation
  • Investment Consulting & Solutions
  • Insurance Consulting & Solutions
  • Wealth Management


  • IRA’s – Traditional, Roth and Educational
  • Mutual Funds
  • Fee-based Asset Management Services
  • College Savings Plans
  • Fixed and Variable Annuities
  • Retirement Plans


  • Long-term Care Insurance
  • Life Insurance
  • Disability Insurance
  • Health Insurance

Business Consulting

Your Roadmap to Success…

We are also devoted to increasing the financial position of your business.

We offer a well-rounded approach to business development. Whether you’re an established company suffering from growing pains or a start-up business with big ideas that need a tune-up, we can help you find your focus and put you on the straight and narrow road to success. We’ll move you into the fast lane with proven concepts and business tools designed specifically for your situation.

If you would like more information on how we can assess your business's financial position, please visit our website or contact Doug Postma.