Planning with the full picture in mind. We look at all aspects of your situation to help you plan accordingly. Our partners are also Certified Kingdom Advisors, which means we pledge to listen with both our heads and our hearts.
Minimizing Tax Exposure
Income taxes can be the single largest expense in any given year, so minimizing tax exposure is our specialty. We firmly believe that taking the time to research new tax savings is an essential part of the accounting process.
Financial Services Partner
Through our sister firm, Owens Financial Group, Inc., we offer financial planning and investment management services. Security and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Owens and Owens is committed to helping our clients achieve their goals by providing superior customer service and expert guidance for today’s complex financial situations.
Tax planning & preparation, Multi-State tax issues, IRS representation, and more.
Business Consulting Services
Succession planning, buying or selling a business, mergers or acquisitions, and business management consulting.
Compilation and review services, after-the-fact bookkeeping, payroll, sales tax, bill pay services, and more.
Forensic & Valuation
Business valuations, expert witness and depositions, damages analysis, fraud and forensic accounting.