How can we simplify
your financial life?
Let's start
a conversation:

call 603-788-4928
or us today

or stop in at:
272 Main Street
Lancaster NH 03584

 

Simplify Your Financial Life

Every day we help people save time, money, and most importantly hassle when dealing with their financial life. When we prepare a tax return, review an organization's financial statements, or offer expert advice on how to maximize wealth, we constantly keep our clients' best interests in mind.

 

That's why they call us their trusted advisor.

In a recent random sample survey, 100% of clients responding said they are:

  • very satisfied (88.3%) or satisfied (11.7%) with their experience using our services
  • likely to (6.7%), very likely to (46.7%) or already have (46.7%) referred us to friends and associates

And when asked what they liked best about using our service, they said:

  • "The 'personal touch' - being able to call or email a question, no matter how trivial, and know I will receive a response"
  • " Professional, attentive and extremely, extremely knowledgeable"
  • "Trustworthy, confidentiality, efficiency!"
  • "Your firm is very helpful and always there when we have a question about Quick Books or anything we need help with"
  • "Peace of mind"
  • "You make it easy"
  • "Willingness to take on any challenges; attention to detail; friendliness"

Let us help you simplify your financial life.

Individuals save time, dollars and hassle with

   Tax Preparation

   Tax Planning

Self-Employed persons save time, dollars and hassle with

   Tax Preparation

   Tax Planning

Municipalities are assured of proper financial reporting with

   Audits & Compilations

   OnTrak Service

Businesses progress in their goals with

   Tax Preparation

   OnTrak Service

   Audits, Reviews & Compilations

   Planning & Consulting

Non-Profits plan & report confidently with

   Tax Preparation

   OnTrak Service

   Audits, Reviews & Compilations

Serving Lancaster NH, Berlin NH, Colebrook NH, Littleton NH, Essex County VT and surrounding communities

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