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Experience 
          Expertise
                   Excellence

“We have been using Renee and her team for 17 years. We were looking for someone to perform our year-end closings and file our tax returns and they became a dedicated, valuable business partner. ”

                                                — M. McAnally, FXdirect 

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WHAT WE DO

We provide solutions for individuals and businesses who want to maximize their financial success.                    

WHO WE ARE

We are a boutique CPA firm serving success minded individuals and business owners.

We are committed to our client's success!

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WHO WE SERVE

We serve individuals and businesses who value our expertise and high level of service.

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Confused? Let Us Help You Find Your Way

Navigating Life's Complexities with Clarity and Confidence

TESTIMONIALS

“We have been using Renee and her team for 17 years. While we were only looking for someone to perform our year-end closings and file our tax returns, we actually got a dedicated, valuable business partner. Renee and her team have been an essential key to our success. It was as if we had an “in-house CFO” who managed our accounting, kept us compliant, and provided sound financial planning advice.”

— Mark McAnally, FXdirect Inc.

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