Our Firm
We are an experienced and established CPA firm.
Our primary focus is the preparation of income tax returns and providing accounting services.
Income Tax Returns:
We prepare all types of returns to include personal, business, and non-profits. Most of our returns are individual tax returns. We believe it is very important to know the client and not just the numbers, so we prefer to meet with you and gather what is needed and, if time permits, prepare the return while you are at the interview. That way you get to know us and we get to know you. Gene and Ryan are Certified Financial Planners and this gives you an opportunity to ask questions on almost any topic you choose. Our clients appreciate this.
Accounting Services:
We typically work with small clients who need help with their accounting. Most of our clients do their own accounting on Quickbooks but may need help on setting up their books or to have someone they can call when needed. We are available on request to do your accounting for you either monthly, quarterly, or just the end of the year. Josh Holland is our Quickbooks Pro Advisor..
Estate Planning:
Probate can be an expensive and time consuming process that can be avoided. Gene Shavlik consults with his retirement age clients on how they can title their assets so their estate will transfer to their beneficiaries without probate. His work has been very well received and especially appreciated by their children.