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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, 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.
Tax tips for parents with kids heading to college this fall
A higher education is expensive, and many parents spend years saving up. Others haven’t had the financial bandwidth to save or have hit unexpected financial roadblocks along the way. Regardless of your situation, current tax breaks may be available to you (or to your...
Could the New Markets Tax Credit benefit your business?
Businesses in economically distressed communities often have difficulty obtaining capital for expansion, equipment, facilities and other investments. The New Markets Tax Credit (NMTC) encourages private investment in these underserved areas by offering federal income...
Making smarter capital investment decisions
Whether you’re buying equipment, automating processes, launching a new product line or expanding your facilities, capital investment decisions shouldn’t be based on intuition alone. Your management team may identify several promising growth opportunities. Which ones...
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