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Are you looking for a firm large enough to offer a full array of accounting, taxation, and consulting services, but small enough to know you on a personal level? Then look no further. We started years ago as a small operation, and have grown today to include many CPAs, each offering top-notch credentials and experience. Whether you need accounting, tax planning, tax return preparation, estate and trust, small business consulting, or a full complement of other individualized services, we will give you the full resources you would expect only from a large accounting firm, while maintaining a personal touch.

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  • 401K Flyer

    Friday, 6 November 2015

    Question: What is a 401k plan Third Party Administrator? Answer: A Third Party Administrator (or TPA) is an organization that is hired by the 401k plan sponsor (YOU, the company sponsoring the Plan) to run many day-to-day aspects of your retirement plans. These include, but are not limited to: Monitoring eligibility (who is eligible & when?) Verifying contributions to the Plan are within legal limits Helping you interpret your Plan (answer questions about whether certain transactions are...


  • IRS is calling… or is it a scam?

    Wednesday, 28 October 2015

    Our clients are reporting an increasing frequency of phone calls from scammers claiming to be IRS.  Here are some helpful tips to protect yourself. The IRS will not: Call you to demand immediate payment. The IRS will not call you if you owe taxes without first sending you a bill in the mail. Demand that you pay taxes and not allow you to question or appeal the amount you owe. Require that you pay your taxes a certain way. For instance, require that you pay with a prepaid debit card. Ask for...


  • The 2015 Nationwide Fastest-Growing Firms

    Friday, 9 October 2015

    IPA ranks Fastest-Growing firms by organic growth, which is the percentage of growth in net revenues from the previous year excluding mergers and acquisitions. The data is also displayed by region, and all the graphs and analysis will be available in the October issue of INSIDE Public Accounting. In the Under $5 Million category, Houston-based MiddletonRaines+Zapata was No. 1 at 33.6% increase in organic growth. No. 10 belongs to Beasley Mitchell & Co. of Las Cruces, N.M. with 9.9%...


  • Proud of Our People: Michelle Schirmer

    Tuesday, 7 July 2015

    Congratulations, Michelle Shirmer, for earning the Certified Public Accountant (CPA) designation!



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