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“I cannot say enough good things about working with Derek and his office. He always answers my questions in a way I can understand and gets back to me quickly. I have been working with him for over 5 years and he's helped me transfer a previous 401k to a SEP IRA as well as other various financial planning for my home and family.”
Financial Advising
Financial Advising
“Jim and his staff are great to work with. They really have a passion for what they do, which is paramount in an accountant and finance manager. He has done a great job managing the finances and taxes for my s corp. very happy with all of them so far. Highly recommend especially for small and medium size businesses!”