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Home
Our Services
Individual Tax and Planning
Business Tax and Planning
Trust & Estate Tax and Planning
Sage Intacct
Dashboards & Reporting
Budgets & Planning
CORE FINANCIALS
ERP Software Consulting
Wealth Management
Help Center
Sample Table of Contents
Financial Documentation Retention Guidelines
About
About Us
The Team
Our Credentials
Careers
Contact Us
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Jennifer Speece
Firm Administrator/Controller
Anita Peca
CPA, PFS
Jason Machgan
CPA, Partner
Certified Financial Planner
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Certified Public Accountant
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Personal Financial Specialist
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Chartered Retirement Plan Specialist
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Master of Science in Taxation
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