Meet Your New Partners in Making Your Business Succeed.

 
 

Our Services

We build strategies, systems, and structures to help clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and maximize wealth accumulation.

Recent Posts

Thinking of Buying a Business? How Your CPA Can Help
December 9, 2025

Buying a business seems like a single decision, but anyone who has stepped into that process knows it turns into a dozen decisions stacked on top of each other.

Named as Executor in a Will? Get Help From Your CPA
December 2, 2025

Being named as an executor sounds straightforward until the paperwork arrives, the deadlines stack up, and phone calls from financial institutions start coming in.

Understanding the Tax Implications of Side Hustle Income
November 27, 2025

Side hustles have become a normal part of life. Maybe you drive for a rideshare app after work, sell custom candles online, or do a bit of freelance design on weekends.

How to Prepare Financially if You’re Caring for Aging Parents
November 19, 2025

Caring for aging parents is one of those life chapters that arrives quietly, then suddenly becomes all-consuming.

Navigating Financial Decisions After Divorce Beyond Just Tax Filing
November 11, 2025

Divorce changes more than your relationship status. It reshapes your entire financial life—how you earn, spend, save, and plan for the future.

 

About Us

Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.

Industries Served

Associations • Attorneys • Consultants • Contractors • Dealerships • Dentists • eCommerce • Landlords • Physicians • Retail Stores • Restaurants • Schools • Social Service Agencies

  • Jim Phelan was an absolute pleasure to work with: professional, courteous, and friendly.

    -- Martha H.

  • Jim Phelan patiently and fully answered all of our questions, and had a some specific recommendations for us that would increase our tax refund for next year. He is professional, friendly, and keeps everything simple.

    -- David K.

  • Jim Phelan is competent, approachable, efficient, and delightfully personable. He always makes time to address my questions in a very timely manner.

    -- Dianne W.

Let's Start Talking

Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value.

Call (631) 446-1800