Meet Your New Partners in Making Your Business Succeed.

 
 

Our Services

We build strategies, systems, and structures to help clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and maximize wealth accumulation.

Recent Posts

Avoiding the Pitfalls of Crypto Investing
July 1, 2025

Cryptocurrency has shifted from fringe curiosity to a mainstream investment class.

What Divorce Means for Your Taxes—and How to Be Ready for It
June 26, 2025

Divorce changes almost every part of life—your routines, your relationships, your finances, and often, your sense of direction.

Financial Windfall? Handling Unexpected Money Like a Pro
June 18, 2025

Sudden money can feel like a gift—and, in many ways, it is.

How to Handle Taxes After a Death in the Family
June 10, 2025

Losing someone close to you is never easy. The grief comes in waves, often when you least expect it.

Buying a Home? What Your CPA Wishes You’d Ask Before You Sign
June 2, 2025

A new home comes with excitement, hope—and often, a lot of paperwork.

 

About Us

Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.

Industries Served

Associations • Attorneys • Consultants • Contractors • Dealerships • Dentists • eCommerce • Landlords • Physicians • Retail Stores • Restaurants • Schools • Social Service Agencies

  • Jim Phelan patiently and fully answered all of our questions, and had a some specific recommendations for us that would increase our tax refund for next year. He is professional, friendly, and keeps everything simple.

    -- David K.

  • Jim Phelan is competent, approachable, efficient, and delightfully personable. He always makes time to address my questions in a very timely manner.

    -- Dianne W.

  • Jim Phelan was an absolute pleasure to work with: professional, courteous, and friendly.

    -- Martha H.

Let's Start Talking

Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value.

Call (631) 446-1800