Our Mission: To Increase the Net Financial Worth of our Clients
Tax Alerts
January 22, 2021
Tax Briefing(s)


We are currently in the process of moving to our new offices at 520 East Oregon Road, Suite 103, in Lititz.  We have closed our offices from August 15-30, 2020, to make the move and get settled.  Please see our new contact info on the "Contact Us" page.  We will be monitoring email during the shutdown, but we may have a delay in responding.  Thanks for your patience as we make this change, and we look forward to serving you in Lititz!

Committed to Helping You Achieve the Highest Return on Your Investment

Welcome and thank you for visiting our website. In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

As you browse through our website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external websites that we think would be of interest to our clients and visitors (in our Links section).

Please feel free to contact us with any questions or comments you may have - we would love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.