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Your Numbers Matter.
You Matter More.

A Partner and Guide for Your Tax Planning Needs

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Alesa D. Downing, CPA
We help you keep
what you make.

We prioritize delivering you personal service and attention, combining our tax knowledge and long-term planning expertise to help clients pursue their unique personal and family goals. We provide tailored strategies and ongoing support to optimize your financial well-being and build toward your long-term financial success.

Who We Help
We Want To Be
There For You

Whether you're seeking personalized tax strategies or a small business owner dealing with complex tax regulations, we've got you covered. We believe in building genuine relationships with our clients and will do whatever it takes to solve your financial issues and help you achieve your goals.

Families

Families

Business Owners

Business Owners

How We Help
We Strive for Excellence as Much as You Do

We offer a comprehensive range of tax planning services that cater to the different stages of life.

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Tax Strategies

Tax 

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

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Working and Wealth Accumulation

Investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.

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Pre and Early Retirement Planning

Retirement 

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

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Legacy Planning

Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

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TAX Planning
For The 3 Main Stages of Your Life

Working & Wealth Accumulation

This stage is all about building your wealth while working, and we're here to help you navigate the tax landscape to keep more of your hard-earned money. We'll explore deductions, credits, and retirement accounts that can minimize your tax burden and maximize your financial growth.

Pre & Early Retirement

As retirement approaches, we'll work together to ensure a smooth transition. Our focus is on helping you make smart decisions about managing your retirement savings, optimizing Social Security benefits, and strategically withdrawing funds to minimize taxes. We'll guide you through the process and help you maintain your financial well-being.

Retirement & Legacy Planning

In retirement, our goal is to help you enjoy your income while minimizing taxes. We'll work with you to manage your retirement accounts and other sources of income, making sure you have a tax-efficient plan in place. We'll also assist you in planning for the transfer of your assets to future generations, so you can leave a lasting legacy.

<sup>About Us</sup><br/>Our Team is Your Team

About Us
Our Team is Your Team

Our team is made up of experienced professionals who have a wealth of knowledge in accounting. Led by Alesa Downing, our diverse team brings together a range of skills and expertise.

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Are You Ready
To Get Started

Get connected with our team and take the first steps on your journey.

Hours
Mon: 9:00am - 5:00pm
Tue: 9:00am - 5:00pm
Wed: 9:00am - 5:00pm
Thur: 9:00am - 5:00pm
Fri: 9:00am - 12:00pm
Weekends: By appointment

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