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.
LB Carlson was involved throughout the entire process including; initial valuation and assessment of investment opportunity, Letter of Intent negotiations, preparation of financial projections, due diligence, financing assistance, review of definitive agreements, structuring, general consultation and advisory to John Roberts…
Ask many entrepreneurs and small business owners to show you their financial statements and they’ll likely open a laptop and show you their bookkeeping software. Although tracking financial transactions is critical, spreadsheets aren’t financial statements. In short, financial statements are…
The Research and development (R&D) tax credit is a permanent fixture in the tax code. Some estimates put the amount of credit claimed at over $13 billion annually. This credit was established by congress to encourage business innovation, process improvement…
