CPA Firms

The firm serves individuals and successful closely-held businesses, including those in the industries of health care, manufacturing and distribution, printing, agriculture-related businesses, retail, dealerships, transportation, real estate, and service organizations.

We are a full-service accounting and consulting firm. In addition to the traditional services, we offer services in estate planning, incentive tax credits, employee benefit plans, the acquisitions and sales of businesses, business valuations, and health care reimbursement issues.

We currently serve business clients in Nebraska, Iowa, Missouri and Kansas. Although most of our individual tax clients are within a 100 mile radius of Omaha, we continue to serve clients who have moved as far away as Texas, Minnesota, Nevada and Pennsylvania.

Mission Statement
Our mission is to build long-term client relationships and conduct our affairs with a high level of integrity. We strive to ensure our clients and our staff achieve their business and personal goals.

Services:

• Audits, Reviews and Compilations
• Financial Statements
• Tax Planning
• Tax Services
• Tax Preparation
• Cash Flow & Budgeting Analysis
• Business Succession Planning
• Buying & Selling a Business
• Retirement Planning
• Estate Planning
• Business Consulting
• Business Valuations
• Business Entity Selection
• Financial Forecasts & Projections
• Estate & Trust Tax Preparation
• Employee Benefit Plans
• Pension & Profit Sharing Plans
• Consulting Services
• Accounting Services
• Bookkeeping/Write-Up
• Management Advisory Services
• IRS Representation
• Litigation Support
• Other Services
• Sales Tax Services