Your most trusted business advisor.
Hours
Monday – Friday: 8:00 AM – 5:00 PM
Saturday: 8:30 AM – 12:00 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.
IRA charitable donations: An alternative to taxable required distributions
Here’s a strategy for older taxpayers who are philanthropically inclined and also take distributions from their traditional IRAs.
Businesses: Prepare for the lower 1099-K filing threshold
Starting with the 2022 tax year, filing and receiving 1099-K forms will be much more complicated for many businesses and self-employed individuals.
Forecasts vs. projections: What’s the big difference?
Use your accountant for more than reporting historical results. Here’s how an accounting professional can help you prepare for the future.
Our Shareholders
Want to find out more?