Heart, integrity, and commitment in service to Homer's small businesses, nonprofits, and individuals
Heart, integrity, and commitment in service to Homer's small businesses, nonprofits, and individuals
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We are a local public accounting firm serving the community of Homer, Alaska.
We are a local public accounting firm serving the community of Homer, Alaska.
Whether you're managing personal finances, running a business, or leading a nonprofit, we offer professional services tailored to your goals.
Whether you're managing personal finances, running a business, or leading a nonprofit, we offer professional services tailored to your goals.
Tax
Tax
Tax Return Preparation & Filing – Accurate, timely preparation of federal returns, ensuring compliance and peace of mind.
Tax Planning & Projections – Proactive strategies to minimize tax liability, optimize deductions and credits, and anticipate future obligations.
Entity Structure– Guidance on selecting and maintaining the most tax‑efficient entity type for your goals (LLC, S‑Corp, C‑Corp, partnership).
IRS Representation – Support in responding to notices, audits, or inquiries, with a CPA advocate on your side.
Multi‑State & Local Tax Guidance – Assistance navigating other state and local obligations.
Nonprofit & Exempt Organization Filings – Preparation of Form 990 and related compliance filings to maintain exempt status and transparency with funders.
Transaction & Succession Planning – Tax‑efficient strategies for business sales, acquisitions, or ownership transitions.
Accounting & Advisory
Accounting & Advisory
Fractional CFO/Controller Services - strategic financial leadership without the full time cost
Oversight of bookkeeping & payroll services - providing administration & quality review for processes managed by your team or third-party providers
Internal controls & process improvement - stronger systems to safeguard assets & improve efficiency
Budgeting and cash flow management - tools to plan ahead and keep operations sustainable
Board & management reporting - clear, tailored reports for decision-makers and stakeholders
Business valuation - estimate value of a business or ownership interest
Compilations of Financial Statements – Presentation of financial information in the form of financial statements, without assurance, tailored for management or third‑party use.
Agreed‑Upon Procedures (AUP) – Targeted procedures designed around specific needs (e.g., grant compliance, internal controls, contract terms), with clear, objective reporting of results.
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