Helping You Protect Your Income & Grow Your Assets

Our firm provides a wide range of tax, accounting and financial services for individuals and businesses.

FINRA, SIPC. Member

Our services include but not limited to

In addition to accounting and tax, we offer a wide range of financial investments. We consult with you on your individual needs and assist with recommended solutions that address your unique situation.

  • Tax Preparation & Planning
  • Financial Planning
  • Retirement Planning
  • Estate Planning.

Our Team

Zach Gerrells l CPA l MAcc Certified Public Accountant l Financial Advisor

Zach Gerrells, CPA, MAcc

Zach has experience in assisting clients with tax and financial needs ranging from individual tax, corporate tax, nonprofit accounting, and business consulting.

Janice Mauney

Janice has been with the accounting team since 1998. Janice works with small business accounting, tax, and QuickBooks consulting.

Rhonda Deal

Rhonda began working for the firm in 2019. Rhonda brings many years of administrative, client services, and organizational experience to the firm. 

Your safety is our priority

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Risk Proof
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Coverage Pro