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About Us

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

How We Got Started

Our desire to maintain quality over the services we provide and freedom to do the best for our clients.

Our Team
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Karl M. Baumann
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Kevin Macdonald
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Betsy Baumann
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Jessica Kane
Products & Services

Tax preparation, accounting, and attest services

Income tax preparation of individuals, partnerships, LLCs, trusts, estates, corporations and related tax planning using state-of-the-art software and technology. We also perform bookkeeping, compilation, review, audit and other attest services, and help set up bookkeeping and cloud data retention...
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