Taxes
Whether you’re filing as a 1099 independent contractor or a W2 employee, Jim Winn, with decades of experience, and Kendall DuFour are here to help you maximize your tax savings. Our expert team ensures every deduction is accounted for and every form is filed correctly—making tax season stress-free and efficient!
Business Accounting
Take the stress out of managing your books with Jim Winn, a seasoned professional with decades of accounting experience. Joined by Kendall DuFour, our team is dedicated to ensuring your business runs smoothly and your finances stay on track. From payroll to tax prep and everything in between, we’ve got you covered!
Investment Services
Our financial professionals are affiliated with Transamerica Financial Advisors, and they provide individuals and families with personalized strategies to help achieve long-term financial goals. With a focus on education and planning, clients are guided through key decisions involving investments, retirement, and overall financial wellness.
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