195 High St,
Holyoke, MA 01040
When you work with us, you'll speak only with fully certified and authorized tax and finance professionals. That means you can count on us to understand your situation and unique needs. From business planning to personal taxes, call our team!
Dave is a Certified Financial Planner and a Certified Public Accountant. A mutual fund specialist, Dave holds an MBA in accounting from Western New England College and has an extensive background in financial and related subject matter.
Cindy is proficient in accounting, payroll and tax returns. She holds a Bachelor's Degree in Management from Westfield University and a Master's Degree in Accounting and Taxation from American International College. Cindy is an Enrolled Agent, making her authorized to competently prepare your taxes and can represent you before any level of the IRS for audits, collections, and appeals.
Turn to our team of qualified professionals for help with your business or personal finances!
Sit down with us today to see what we can
Kathy is the Office Administrative Assistant and is a very valuable member of our firm. She provides administrative support, as well as bookkeeping services.
Karen is our Office Coordinator. She schedules all appointments, provides bookkeeping and payroll related services. She is a valuable member to the operation of our firm.