Integrity + Quality + Continuity
We’re an energetic team of talented individuals addressing the accounting challenges unique to government, employee benefit plans, and nonprofits.
How to send us information:
- Drop off*, email or upload to our portal**.
- Please be sure to use a method that guards the confidentiality of your documents.
*If dropping off, don’t forget about our convenient drop off box located in the basement/Market Street entrance of the Maxwell Center. After hours, its ok to use the mail slot in the Market Street door, but please – text your tax preparer so can be on the lookout for it!
**If you choose portal upload or email: Do not forget that our tax system can not accept pictures. Please use a scanning app (We like Genius Scan) to send us your documents in pdf format.
Friendly Local Service
We’re thankful to have provided accounting, auditing and tax services to
Wheeling, West Virginia and their neighbors for over 60 years.
Assurance & Audits
We provide Audits, Reviews, Compilations, Grant Compliance & Single Audits, and Agreed Upon Procedures for a variety of entities.
Taxes
We’re able to help you understand how events in your life and business can make an impact on your tax situation—and how you can start planning now to make the best of it.
Small Business
As small business owners ourselves, we know the challenges you face. We use our love for accounting to create customized services tailored directly to your needs.
Peer Review
We conduct thorough, constructive peer reviews that meet AICPA standards while providing actionable insights to strengthen your firm’s quality management.
And we’ve developed some unique insights along the way.
Assurance & Audits
We know that counties, cities, public libraries, and solid waste authorities are just a few of the government entities that require specialized accounting knowledge to operate.
Employee
Benefit Plans
Our experiences as independent auditors have helped us develop strategies for helping organizations navigate the professional requirements of an ERISA audit.
Nonprofits
Our firm has the proper training and knowledge necessary to complete audits of nonprofit organizations and provide high quality feedback to boards and those charged with governance.