About Us

• Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
  
  Whether you’re facing retirement—or looking to better understand certain investment ideas—Steve can help you address your most pressing money questions.
  
  Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
  
  Client Services
  
  Our Certified Public Accountant (CPA) firm offers a wide range of services to individual and business clients. Since the firm is small, we are able to offer our clients personalized quality service at a reasonable fee. Utilizing the latest technology, many of our staff work from a virtual office allowing us to keep our overhead low and charge reasonable fees.
  
  Below is a snapshot of services we offer clients. Please note: this is a short list of some of the services we offer so please inquire about a service if you do not see it listed below.
  
  Part-Time CFO Services
  Small Business Advisors
  Tax Planning
  Investment Management*
  Retirement Strategies*
  Insurance and Annuity Products*
  Education Planning*
  IRS Representation
  Bookkeeping & Write-Up
  QuickBooks® setup, support, training
  Income Tax Preparation for individuals and all types of businesses
  Business Entity Selection and Business start-up services
  Payroll Services
  Sales Tax Services
  Financial Statements and Attestation
  IT consulting: ex. set up your QuickBooks file on a server in multi-user mode
  *These services are offered by Steven Buchanan through his affiliation with H.D. Vest Investment ServicesSM
  
  Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.