About Us

Accomplished small business owner for over 25 years. My company offers Tax, Accounting & a full line of Financial Services for individuals & small businesses.

Our company mission is clear & simple: provide professional, courteous & affordable services to meet each individuals financial goals.

We accomplish this by getting to know each client & understand their wants & needs. Then together we can develop a plan that helps improve their lifestyle and help them plan for a comfortable retirement.

Who We Are

Jim Daria, M.B.A., E.A.

Owner/President

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