About Us

You gain an important advantage when you develop a clear understanding of your financial position. That’s where we can help. As financial management consultants, we’ve provided individuals and businesses the information they need to maximize their resources. And we do it from a unique perspective.

Laurie Cunningham is an Enrolled Agent. This means she’s licensed by the federal government, authorized to appear in place of the taxpayer at the IRS. Our specialization in taxation permits us to serve individuals, partnerships, and corporations by providing advice, preparing tax returns, and representing our clients at audits. Any entity with tax-reporting requirements, including estates and trusts, can benefit from the services of an enrolled agent.

Since 1957, we’ve advised clients on tax matters. But we do more than that. With a solid background in taxation, we’ve built a consultancy that has broadened to include an impressive array of key services designed to help you manage your financial resources wisely.

Bookkeeping and a range of services from amortization schedules to complete financial statements are important elements of our comprehensive practice.

Find out why so many individuals and organizations entrust us to manage their finances. It’s a responsibility we take very seriously. And one we can do for you.