Michael Kincaid did a wonderful job helping me correct errors to my 2016 federal and state returns…read morethat a different CPA prepared incorrectly. Michael also took the time to talk to me about next year's returns, and some of the ways that I could prepare for my 2017 taxes. He explained the "why" behind each number, caught glaring errors that the other CPA missed, and put me at ease that my returns are being handled professionally and accurately. I would highly recommend them to anyone seeking a qualified CPA in the Dayton area.

From the owner: We make every effort to provide these services with integrity, objectivity and independence for the…read moreoverall good of our clients. * Over 35 Years Of Experience * Each Member Of Our Staff Specializes In Their Own Area Of Expertise * We Provide Our Clients With The Very Best Service

We have moved our money and retirement IRA here and are very pleased with the service and customer…read moreattention. We definitely want the managed account and trust their expertise. Trey is our advisor, and i highly recommend him.

I've had money invested with Fidelity for more than 25 years. Service and advice has always been…read moretop of the line. My portfolio has shows consistent progressive growth. I've always felt that my money with is secure with them as well. They are responsive and willing to help. I'd highly recommend them for investment and retirement planning.