Individual Services

Whether it’s financial or estate planning, we know you have goals, and our dedicated team is here to help you achieve them.

If you have any questions, call us today at 479-571-0811 to schedule an appointment and discuss your financial goals with one of our financial and tax professionals.

Financial Planning

Our mission is to have a partnership with our clients and develop a financial strategy for their current viability and long-term goals.  We are here to help and guide you through major financial decisions  such as investment performance monitoring, college education funding, retirement plans, insurance, tax, estate, and business succession planning.

Estate Planning

It is never too early to think about estate and trust planning.  Our firm is here to help navigate ever changing tax laws and develop a well thought out plan to distribute assets and help avoid complications so that your individual wishes are followed and ensure financially security for your loved one.


We are here to help with all of your tax needs including consultation, preparation and filing, and IRS representation.

Below you will find tax forms and documents essential for your tax preparation. If you have any questions, please call our office at 479-571-0811.

New Client Form

2017 Tax Organizer

Itemized Deductions

Small Business Worksheet

Rental Property Worksheet

Farm Income Worksheet

Farm Expenses Worksheet