CPA-owned bookkeeping and accounting firm handling small and medium business' books and tax needs. CCA also prepares personal tax returns. Owner is a Quickbooks Advanced ProAdvisor.

At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them.

What you can expect from me:
- Confidentiality
- A consistent, established process
- A personalized strategy based on your financial goals and comfort with risk
- Regular review of your situation, goals, strategy and investments
- Personalized attention and prompt answers to questions and concerns

We are a good fit if you:
- Have long-term goals and are willing to follow an established process...

I am a Financial Advisor with Edward Jones. My clients come to me with a diverse set of needs. They lead busy lives and usually have competing financial priorities. Some have lots of investment experience and some don't know where to begin. I help my clients get organized and set forth a strategy to grow, protect, and eventually transfer their money.

Tax preparation and small business payroll and bookkeeping services

Valley Wealth Group is a wealth management firm that specializes in private wealth services for individuals/families and business owners. We offer a collaborative and holistic approach to managing your financial affairs – optimizing the strategy for wealth accumulation, preservation, and transfer. Areas of expertise include estate planning, retirement planning, wealth management and liquidity planning, philanthropy and charitable giving, planning for business owners including succession planning and tax strategy.