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POSSIBILITY

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.

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PARTNERSHIP

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.

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PROBLEM SOLVING

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.

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Everything Counts

We bring you the best possible solutions for the growth and prosperity of your business.

1500

Clients

35

Services

10

Years of Experience

20

Free Lunches

About us

Accounting. Business Planning. Management Consulting.

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.

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Latest News

We deliver true results, focusing on strategic decisions and practical
actions tailored to our clients' unique strengths.

Tell Congress to allow PPP expense deductions for small businesses

Tell Congress to allow PPP expense deductions for small businesses

  • November 24, 2020
  • by LB Carlson

Unless Congress acts soon, many small businesses may be hit with an unexpected tax bill related to PPP loans. Join us in supporting the AICPA’s efforts to push for deductibility of PPP-funded expenses! Take action by writing to your Congressman to request PPP expense deductions be allowed. To make it easy, the AICPA has drafted an email that you can use.

Update on Taxation of Payroll Protection Program (PPP) Loan Forgiveness

Update on Taxation of Payroll Protection Program (PPP) Loan Forgiveness

  • November 20, 2020
  • by LB Carlson

On Nov. 18, 2020, the Internal Revenue Service released additional guidance regarding the deductibility of expenses paid using proceeds from a PPP loan. The new guidance states that if a taxpayer received a PPP loan and paid or incurred usually deductible expenses with the loan proceeds, those expenses are not deductible if the taxpayer has a reasonable expectation that they will receive forgiveness. The expenses paid for with PPP loan proceeds are not deductible in the year paid even if forgiveness has not been achieved or applied for by the end of the taxable year. In other words, the expenses are not deductible on taxpayers’ income tax returns that include the covered period. The covered period is either the 8- or 24-week period you elected to spend the loan proceeds.