Taxes

• Tax Planning
  These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
• Estate Taxes
• Tax Services
  A veteran of the U.S. Navy, Roger holds an Associate of Applied Science in Drafting degree from ITT Technical Institute. Roger spent the early years of his career working in ministry, social services, contracting and retail customer service fields. Several years back, Roger decided to further explore his potential and enter the world of tax and public accounting. Roger became part of our Douglass-Harmon family and joined our team in 2021. He continues to actively expand his tax knowledge and bookkeeping skills. Currently, his focus is specialized in the area of tax services working primarily in a support capacity as a tax service associate.
• Tax Deductions
• Income Tax
  Nikki specializes in business services for closely held companies, in addition to personal and estate tax & wealth management planning. She uses her experience with income taxes to help clients develop holistic tax and wealth management plans that allow them to realize their dreams often times faster than they believed they could.

Investment

• Wealth Management
  Nikki is responsible for overseeing the firm operations and is the head of our business services division. She has the unique distinction of being dully licensed in the fields of tax, accounting and financial services. She offers her clients high level strategies which meld her expertise as both a certified public accountant and that of a wealth management specialist. Nikki prides herself in being a strategic thinker and likes to problem solve.

Accounting

• Accounting Services
  Whether you need to prepare for tax time, a financial review or you just need to clean up some problem areas, you'll be prepared with a QuickBooks Tune-up. In four (4) hours, a QuickBooks Professional Advisor will help you clean up and organize your bookkeeping system.
• Payroll Services
  Our payroll service eliminates the burden of customizing, updating and maintaining your own payroll system--no more data entry, no more researching updates or new laws, no more worries.
• Bookkeeping Services

Planning

• Financial Planning
  In this revised and expanded edition of one of the biggest-selling financial-planning books ever, David Chilton, president of Financial Awareness Corporation, shows readers how to achieve the financial independence they've always dreamed of. With the help of his fictional barber, Roy, and a large dose of humor, Chilton encourages readers to take control of their financial future and build wealth slowly, steadily, and with sure success.
• Asset Management