Business Details
41 Years
experience
Trusted Tax Advisory and Compliance Services
Partner-Led Since 1985. Committed to the Founding Principles That Set Us Apart. Tax Compliance and Advisory Services - Certified Public Accountants Informed by decades of tax-focused insight, our approach is tailored to your needs and grounded in longstanding relationships. We advise clients with complex financial holdings where personal and business interests converge and meaningful tax exposure requires thoughtful, multidimensional planning. Guided by leadership with roots in global accounting firms, we bring deep technical acumen and strategic insight to every engagement. Tax advisory and compliance services form the foundation of our business, supporting a diverse range of clients throughout the U.S. While every relationship is unique, our work often extends well beyond tax, as we leverage our experience to serve as a trusted advocate across many facets of our clients financial lives.Enduring partnerships with our clients We remain 100% partner owned. Independence from institutional investors ensures we stay true to our founding values prioritizing clients over outside influence. Our growth has been entirely organic fueled by client trust, reputation, and long-standing relationships, never by acquisition. Grateful for 40 Years Its rare to call accounting exciting, but in serving clients with vision and complexity, it often is. Weve witnessed clients achieve extraordinary success and perhaps most inspiring, the generosity that has followed from family foundations to land conservation to lasting community impact. In moments of growth and challenge alike, were proud to serve as an advocate. Thank you for the trust, confidence, and opportunity to serve. We look forward to the continued success the coming decades will bring together.
Services
Tax Advisory
Compliance Services
Estate Planning
Trust Management
Philanthropy Strategy
Details
- Year established: 1985
Highlights and features
- We offer 40 years of partner-led tax advisory expertise
- 100% partner-owned independence ensures client-first priorities
- Tailored strategies for complex financial holdings and philanthropy
- Proactive approach anticipating evolving tax landscape changes
- Privacy-focused service model with referral-based client relationships
What people say
Deep technical knowledge
Personalized strategies
Long-term partnerships
Proactive approach
Confidential service
Services
Tax Advisory
Our tax advisory services provide forward-looking guidance for complex financial situations. We develop multi-year strategies addressing individual, trust, estate, and entity-level planning needs. Our approach integrates philanthropy and generational wealth transfer considerations while maintaining compliance with evolving regulations.
Compliance Services
We deliver precise tax compliance solutions for high-net-worth individuals and organizations. Our services cover federal, state, and international tax requirements with meticulous attention to detail. The compliance process incorporates strategic planning opportunities to optimize tax positions while ensuring regulatory adherence.
Estate Planning
Our estate planning services coordinate with trust management and philanthropy strategies. We create customized solutions for wealth preservation across generations, addressing complex structures and tax implications. The planning process considers both financial objectives and legacy-building goals.
Trust Management
We provide comprehensive trust management solutions integrating tax optimization and compliance. Our approach addresses fiduciary responsibilities while aligning with broader estate planning objectives. Services include trust administration, reporting, and strategic advisory for complex trust arrangements.
Philanthropy Strategy
Our philanthropy strategy services help clients maximize charitable impact while optimizing tax benefits. We develop structured giving plans that align with personal values and financial objectives. The approach considers donor-advised funds, private foundations, and conservation initiatives for lasting community impact.
People
Jeff Meador
Founding Partner
With over 35 years of experience, Jeff established the firm's foundation in tax advisory excellence. His expertise in complex financial structures shapes our strategic approach to client service.
Karen Jones
Managing Partner
Leading daily operations, Karen ensures our service model maintains the highest standards. Her 25+ years in tax advisory focus on multi-generational wealth planning and compliance excellence.
Debbie McIntire
CPA
Debbie specializes in trust and estate planning, bringing 20 years of experience in fiduciary tax compliance. Her technical expertise supports complex wealth preservation strategies for high-net-worth clients.
Ford Meador
CPA
Focusing on entity-level tax strategies, Ford has 18 years of experience advising businesses on compliance and optimization. His work addresses cross-border tax implications and corporate restructuring.
Chandelle Goertz
CPA
Chandelle leads our philanthropy strategy practice with 15 years of experience in charitable giving structures. She develops innovative solutions that maximize tax benefits while achieving clients' legacy goals.
Questions
What differentiates your tax services from other firms?
Our partner-led model and 40-year focus on complex financial situations enable personalized strategies that integrate tax compliance with multi-generational planning.
Do you serve individual and business clients?
We work with high-net-worth individuals, families, non-profits, and businesses requiring sophisticated tax solutions that address interconnected personal and organizational financial interests.
How do you handle complex international tax situations?
Our team has extensive experience with cross-border tax compliance and planning, addressing global financial holdings through customized strategies that optimize tax efficiency.
What approach do you take for philanthropy planning?
We create structured giving plans that maximize tax benefits while aligning with personal values, including donor-advised funds, conservation initiatives, and private foundations.
How are new client relationships established?
We maintain a referral-based model to ensure we can uphold our service standards, carefully evaluating each potential engagement to match our capacity and expertise.
What's your approach to evolving tax regulations?
Our team proactively anticipates regulatory changes, providing timely strategic guidance to maintain compliance while optimizing clients' financial positions.
