Professional Services
Meet the Team
Select a tab below to explore our Professional Services and meet the professionals in charge.
Jeff Lawlis
Audit Partner
We work with you to optimize your operations through detailed audits, identifying improvements to manage risks, enhance controls, and elevate performance.
Ashley Kimery
CAAS Partner
We help you stay on top of compliance, avoid penalties, and simplify your financial tasks with robust technology tools and systems. We offer insights and advice to spot risks and growth opportunities, empowering you to make smart decisions for lasting success.
Tax Partner
We offer comprehensive support for your tax planning needs, from managing federal and state returns to guiding you through industry-specific deductions, payroll taxes, and tax credits. For businesses with a global presence, we provide advice on international tax matters to help you optimize your tax situation effectively.
WPWealth Partner
We’re here to support you with investment management, retirement planning, tax strategies, estate planning, and risk management. Our financial planning is tailored to your unique needs, including cash flow and succession planning, to help your company manage assets and reach financial goals.