Our accounting firm has specialists in taxation (corporate and individual), computer services, accounting, auditing, business advisory and business valuation services. We have experience in various industries including but not limited to agri-business, farming, construction, retail, trucking, non-profits and various types of manufacturing. We strive to meet the needs of our clients' companies and their families, while understanding the challenges of the industries they work in.
Using our technical skills and industry knowledge, we consult with our clients on retirement, transition and estate planning matters. We also assist clients with transactions involving the purchases or sales of businesses or real estate.
Because the accounting industry is becoming more sophisticated due to changes in the tax code, it is no longer adequate for your CPA to just prepare returns. Today’s CPA is expected to be knowledgeable in both the accounting and financial services industries. With the addition of United Planners, our services have expanded to provide our clients with a broader scope of services when looking at their entire financial pictures. This collaborative approach to wealth management ensures that your plan is built in a tax-optimized manner.