We’ve made it our mission to go beyond what our clients expect and what our profession requires. The success of your business is personal to us and we’re committed to helping you achieve and exceed your vision and goals. You’ll notice the difference from your very first conversation with us.
We want to get to know you and your business. We are a team of people dedicated to bringing value to your organization throughout the entire year – not just at tax time. Yes, we’re great with numbers, but we’re also ready to partner with you on planning, leadership, and overall business strategy.
Business growth is exciting, but it also brings with it financial complexities. With nearly 40 years of experience with companies both large and small across the country, we’re not afraid to tackle the tough subjects and look deeper. From mergers to transitions to tax time we’re here to help you stabilize, grow, and maximize profits.
We bring you the best possible solutions for the growth and prosperity of your business.
We take care of everything
It’s what we do, but not who we are. We are a team of communicators, advocates, and strategists – ready to help you identify challenges and maximize business opportunities.
Our Founder, LB Carlson, believed that the key to a successful CPA and business consulting firm was going beyond “just the numbers and the taxes” to provide services that help businesses achieve their greatest goals. His vision still guides us today.
We deliver true results, focusing on strategic decisions and practical
actions tailored to our clients' unique strengths.
The Biden administration has announced several reforms to the popular Paycheck Protection Program (PPP) to bring greater relief to the smallest and most vulnerable businesses. Among other things, the administration is imposing a two-week moratorium on loans to companies with 20 or more employees and focusing on smaller businesses. It’s also changing several program rules to expand eligibility for the 100% forgivable PPP loans.
It has been almost two years since the United States Supreme Court ruled 5-4 in South Dakota vs. Wayfair that states can require the collection and remission of sales tax without physical presence nexus. If you and your business have not yet educated yourself on the new requirements, now is a good time to do so.
A tax pendulum swings. It swings right and taxes may be cut, and then it swings left and taxes may rise. Meanwhile, taxpayers, accountants and tax counsel try to interpret what might be the outcome. The recent election swung the pendulum to the left, which will likely increase taxes.
