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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.

Explore the Possibilities

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.

Partner with Us

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.

What tax records can you throw away?
Tax Records

What tax records can you throw away?

  • October 19, 2020
  • by LB Carlson

October 15 is the deadline for individual taxpayers who extended their 2019 tax returns. (The original April 15 filing deadline was extended this year to July 15 due to the COVID-19 pandemic.) If you’re finally done filing last year’s return, you might wonder: Which tax records can you toss once you’re done? Now is a good time to go through old tax records and see what you can discard.

Why it’s important to plan for income taxes as part of your estate plan
Protect your money

Why it’s important to plan for income taxes as part of your estate plan

  • October 12, 2020
  • by LB Carlson

As a result of the current estate tax exemption amount ($11.58 million in 2020), many estates no longer need to be concerned with federal estate tax. Before 2011, a much smaller amount resulted in estate plans attempting to avoid it. Now, because many estates won’t be subject to estate tax, more planning can be devoted to saving income taxes for your heirs.