Your most trusted business advisor.
Hours
Monday – Friday: 8:00 AM – 4:30 PM
Contact Us
Client Login
Click here to login to our secure portal.
Maximizing your success in a changing world.
Built from the past, working in the present, preparing for the future.
A pillar of the Lima community since the 1920’s, our firm provides professional accounting and advisory services to the Greater Lima Region and beyond. Our collective expertise, experience, and education can prove invaluable to your success.
Tax Planning & Preparation
Tax planning and compliance is of the utmost importance to our firm. Our years of experience along with our pro-active approach allow us to provide our individual and business clients with the tax expertise and knowledge that they deserve. We will work with you to minimize both your current and future tax liabilities.
Accounting & Auditing
We offer complete accounting and auditing services. We prepare financial statements, perform traditional audits, reviews, compilations and prepare projections and forecasts.
Consulting & Business Advising
We advise clients on a wide variety of individual and business needs including, but not limited to, business valuations and succession planning, long range and strategic planning, accounting system implementation, internal control structure review, and fraud examination needs.
Team Members
Years in Business
CPAs
Combined Years of Experience
Photo courtesy of Modo Media, Inc.
Taking distributions from a traditional IRA
It may seem easier to put money into a traditional IRA than it is to take money out. Here are some of the ins and outs of the IRA distribution rules.
Health Savings Accounts for your small business
Health Savings Accounts offer a way to set aside money on a pre-tax basis to pay for qualified medical expenses. Here’s a review at what an HSA could mean for your business, as well as the relevant inflation-adjusted amounts for 2020 and 2021.
How to minimize turnover in your accounting department
The demand for seasoned accounting and finance expertise has grown during the pandemic. Here’s why your accounting department is a valuable asset and what you can do to retain your top performers.
Our Shareholders
Want to find out more?
