We are proactive, not reactive.

Building strong relationships with our clients allows us to see the big picture and gives us the tools we need to provide solutions to your financial positions and goals. 

We lay the foundation for success.

Our dedication to you and your business, comes from strong core values, and loyalty to the community and clients that have helped us get to where we are today.

We grow with you.

Making the best financial decisions today requires a team approach where accountants and financial advisors collaborate to help their clients achieve success.

David C. Thompson, CPA, CA

David founded the firm as a sole proprietor in 1995. David recognizes that tax, accounting and financial planning go hand in hand. He assists clients in building strategies to achieve their financial goals.

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Andrew C. Darrach, CPA, CA

Andrew has a wealth of experience and knowledge with small to medium sized companies. He brings an additional corporate perspective to the firm and provides tax minimizing strategies and advice for growing businesses.

Adam J. Stepa, CPA, CA

Adam has 10 years' experience in providing tax and accounting services across many professions and industries. He brings a vast knowledge of new and effective strategies for helping clients start and grow their businesses.