We opened our office in 1995 in Jefferson City, Missouri. Our approach to professional service was focused on providing value to our clients, and it’s still the same today. Our primary service in the beginning was tax preparation for individuals and small businesses, as well as accounting and payroll services. By 2006, we were among the fastest growing firms in Mid-Missouri. We are proud and privileged that most of the client relationships we developed in 1995 are still with us today. In fact, many of those clients have children who are now grown and those children have trusted us to continue providing services for them and their families. We couldn’t be more pleased to do so.
Today we have evolved into a full service financial firm dedicated to providing our clients with a primary source for all of their financial needs. Since we know our client’s financial situation in such depth, we have a unique position from which to advise them in so many different areas of their financial lives. The trust relationships that we have developed enable us to give sound advice in areas such as investing, insurance planning, estate planning, in addition to tax management.