Welcoming 2026: Reflecting on Growth and Looking Ahead

Last year brought significant milestones for our firm, marking a period of growth, new capabilities, and renewed commitment to serving our clients better. As we step into 2026, it’s important to look back on what we achieved and share what lies ahead. This reflection not only celebrates progress but also sets the stage for the new initiatives designed to support individuals and businesses in managing their financial futures with confidence.

Highlights from 2025

Our 18th year in business was a landmark moment. We celebrated nearly two decades of service alongside client relationships that have lasted 17 and 15 years. These long-term partnerships reflect the trust and value we strive to provide every day.

Our client base grew by 35%, a growth driven mainly by referrals and the ongoing trust of those we serve. This increase shows that our approach resonates with clients who appreciate clear guidance and practical support.

A major development was becoming licensed to perform audits and attestations. We completed our first audit and review engagements, expanding the range of services we offer. This step allows us to provide more comprehensive assurance services, helping clients meet regulatory requirements and build credibility with stakeholders.

We also enhanced our advisory expertise by earning the Main Street Certified Tax Professional designation. This certification deepens our knowledge of tax issues affecting small businesses and individuals, enabling us to offer more tailored advice.

Our new website launched with a refreshed, value-driven service model. The site focuses on clear communication and easy access to information, reflecting our goal to make financial guidance more accessible.

To improve efficiency, we implemented eight new technologies that reduce manual processes and streamline workflows. These tools free up time so we can focus on delivering proactive advice rather than routine number-crunching.

Each of these changes was made with one goal: to spend less time on routine tasks and more time providing clear, proactive guidance that helps clients make informed decisions.

What We’re Building in 2026

Looking ahead, our focus will be on education, accessibility, and ongoing support. Financial decisions are becoming more complex, and we want to help clients navigate these challenges with confidence.

Informational Blogs and Videos

We will publish educational blogs and short videos throughout the year. These resources will cover important tax and finance topics, explaining the reasons behind tax planning strategies, compliance requirements, and financial decisions. Our goal is to help clients understand the “why” so they can make smarter choices.

Bookkeeping Courses for Small Businesses

Small business owners often juggle many roles, and managing bookkeeping can be overwhelming. We are developing practical courses designed to help owners gain a stronger grasp of their numbers, maintain cleaner records, and feel more confident using their accounting systems. These courses will provide hands-on guidance tailored to real-world needs.

CPA Support Plans

For businesses that need ongoing advice, we will offer support plans providing access to a CPA throughout the year. This means clients can ask questions as they arise instead of waiting until tax season. Continuous support helps prevent surprises and keeps financial matters on track.

Moving Forward Together

Our commitment remains to provide trusted expertise, clear communication, and practical guidance tailored to each client’s needs. We value the relationships that have brought us this far and look forward to building new ones in 2026.

By focusing on education and accessibility, we aim to empower clients to take control of their financial futures. Whether through informative content, hands-on courses, or year-round CPA support, we want to be a partner you can rely on.

As you plan for the year ahead, consider how these new offerings can support your goals. We invite you to engage with our upcoming resources and reach out if you need personalized guidance. Together, we can navigate the complexities of finance and tax with clarity and confidence.