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Where do you want to go? We'll get there, together.

We specialize in physicians, dentists and other healthcare professionals

 Click Here to Get Started On YOUR Plan

We help make your money work for you:

  • Pay the Least Amount of Tax Possible
  • Retire in the Style You Envision
  • Take Care of Your Family
  • Send Your Children to College
  • Leave a Legacy to Your Heirs
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We prepare individual and small business taxes and offer comprehensive financial planning services through Laurette Dearden's affiliation with Avantax Investment ServicesSM.

We specialize in physicians, dentists and other healthcare professionals. If you are considering purchasing a practice or starting your own, we can help!

We provide start up services that include ongoing tax planning, accounting and payroll support.

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Monthly Market Commentary

The Monthly Market Update will inform you of the current market conditions. 

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