Callie, Border Collie x Cattle Dog you may see her at our office in downtown Aiken! Don’t forget to bring a few treats.


Public accounting experience includes:

  • Business tax preparation
  • Individual tax preparation
  • Tax planning services

Valuation have been performed for:

  • Business sales 
  • Acquisitions
  • Mergers
  • Business litigation
  • Shareholders’ agreements
  • Divorce
  • Estate and gift returns
  • Succession and gift planning
  • Employee stock ownership funds
  • Fraud and forensic investigation engagements have also been performed for numerous reasons and for various audiences.

Steve’s private accounting experience includes:

  • Financial statement preparation
  • Business tax planning
  • Acquisition analysis
  • System flow analysis
  • Business segment profitability studies
  • International tax and management oversight
  • Budgeting and forecasting and improved use of accounting and CRM software.

If you don’t see a tax service listed… contact us. We may be able to help!