Business Details
Trusted Accounting & Tax Services in Providence
For over 25 years, we have specialized in creative solutions and out-of-the-box thinking to address accounting and financial services needs. Our personalized approach ensures clients receive tailored strategies for tax preparation, general accounting, business development, estate planning, and wealth management. With a commitment to staying current on tax laws and leveraging modern technologies, we empower clients to make informed financial decisions.Our team prioritizes open communication, offering one-on-one consultations to develop individualized plans that align with unique goals. By combining decades of experience with a holistic perspective, we deliver comprehensive financial guidance designed to maximize savings, reduce tax burdens, and secure long-term stability.
Services
Tax Preparation
Financial Planning
Bookkeeping
Estate Planning
Business Consultation
Highlights and features
- We offer over 25 years of experience in accounting and financial planning.
- Our team provides personalized, client-specific financial strategies.
- We utilize current technologies for accurate, up-to-date tax and financial solutions.
- Our holistic approach integrates tax, wealth management, and business consultation.
- We guarantee transparent communication with an open-door policy for all clients.
Associations and certifications
- CPA
- PFS
- CGMA
- CFP
Services
Tax Preparation
Our tax preparation service focuses on strategic, year-round tax management. We analyze short- and long-term financial decisions to minimize liabilities while ensuring compliance. Clients receive personalized electronic filing support, document organization assistance, and tailored advice to simplify the tax process and maximize savings.
Financial Planning
We develop customized financial plans through a six-step process that evaluates current status, defines goals, and implements actionable strategies. Our approach integrates savings, investment, retirement, and wealth transfer planning to build long-term financial security aligned with individual client circumstances and aspirations.
Bookkeeping
Our bookkeeping solutions streamline financial operations using real-time online systems. We help businesses manage invoicing, bill payments, and financial tracking efficiently while ensuring accurate records for tax compliance and decision-making support tailored to each client's operational needs.
Estate Planning
We create comprehensive estate plans that address wealth transfer, charitable giving, and family financial security. Our strategies minimize tax burdens while ensuring client wishes are fulfilled through customized solutions that adapt to changing personal and regulatory environments.
Business Consultation
Our business consultation covers expansion strategies, budgeting, and operational efficiency improvements. We provide tailored advice on financial management, tax optimization, and growth planning, combining industry expertise with hands-on support to help businesses achieve sustainable success.
People
Larry B Parness
CPA | CGMA | MST | MBA | PFS
With over 40 years of experience, Larry specializes in tax planning, financial management, and business consultation. He holds advanced degrees and certifications in accounting and financial planning, providing strategic guidance to individuals and businesses across diverse industries.
Nikki M. Parness (Snyder)
CFP | CPA | MBA
Nikki combines CPA and CFP credentials to deliver integrated financial solutions. She specializes in tax strategy, wealth management, and small business financial planning, bringing prior experience from Fidelity Investments and public sector budgeting to client services.
Leah M. Anderson
Office Manager | Bookkeeper
Leah manages office operations and bookkeeping with 13 years of financial administration experience. She ensures seamless client support and operational efficiency, applying her expertise in business process management and client-focused financial coordination.
Questions
What accounting services do you offer?
We provide tax preparation, bookkeeping, financial planning, estate planning, and business consultation services tailored to individual and business needs.
How do you handle tax preparation?
We use updated tax law knowledge to create year-round strategies, ensuring accurate filings and maximizing savings through personalized electronic processing.
What is your financial planning process?
Our six-step process includes goal setting, data gathering, status analysis, recommendation development, implementation, and progress monitoring for long-term financial security.
Can you assist with business financial needs?
Yes, we offer business development consultation, budgeting, retirement planning, and tax strategy services to support growth and operational efficiency.
How can I securely share documents with you?
Use our encrypted My1040Data Toolkit or Citrix Sharefile Client Portal to upload tax documents and collaborate securely on financial matters.
