Our firm was founded more than 30 years ago with the goal of assisting clients in every aspect of their financial lives. We believe in the value of relationships and we work closely with each individual to help them meet their financial goals.
We take pride in assuring you that the personal assistance you receive comes with years of experience, advanced training, and extensive education in each of the areas that we provide financial service. Our investment of time and resources in professional education and state of the art technology is indicative of our commitment to excellence.
Michael was amazing at helping me sort through my recently deceased father's piles of paperwork to take care of his final tax return. I will continue to use their services for my own financials in the future.
I've known Andy DePauw for a number of years. I highly recommend his service. I came to Andy to do my corporate returns, which he did. He also asked about my personal return (which I've always done myself). Turns out I had a strange situation with my deductibility of my corporate provided health insurance premiums. Turbotax didn't pick up that it was deductible because I have an S-Corp. Andy is filing my last three years worth of returns and saving me thousands.