We are pleased to announce that Kristen Moosmiller was recently named to the national board of the National Association of Personal...

Kristen Moosmiller EA, CFP® We are thrilled to announce, that after waiting four months, the IRS has provided Kristen Moosmiller with her...

We Are Hiring! We are hiring for our Client Service Manager position. Kendyl is taking on more responsibilities within the company, and...

Tax Time Reminders Please use your personalized “Tax Documents Needed Checklist” as a guide for gathering the necessary tax documents to...

Our Office’s New Year Resolutions Kristen: Now that she doesn’t have to read her EA study materials, the goal is to read 1 book each...