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Our Advantage

We believe there are several reasons why our firm stands out from others. Working with us, we believe clients benefit from:

Experience & Credentials

Our team includes experienced professionals with advanced designations. Bob Schlumberger is an Enrolled Agent, meaning he can advise, represent, and prepare tax returns for individuals, businesses, and any entities with tax-reporting requirements. Enrolled Agents’ expertise in the ever-evolving world of taxation enables them to effectively represent taxpayers audited by the IRS. Jennifer Jones is a Certified Public Accountant, which means she has several years of extensive training. She has achieved a level of expertise and proficiency that goes beyond that of a standard accountant.

Tax Meets Financial Services

One of the unique elements of our firm is our ability to offer a wide array of accounting, tax, and financial services to individuals and businesses. By providing these services under a single roof and integrating them into cohesive strategies, we believe we can simplify a client’s financial life.

Fee Transparency

As an independent firm, we are committed to offering complete transparency regarding the fees we charge. After an initial consultation where we evaluate your needs and expectations, we provide you a quote with a thorough explanation of what we will provide. We want to ensure that you are comfortable with the fees you are paying and that you are always aware of costs upfront.

Extensive Resources

Through Bob and Jennifer's affiliation with Avantax Investment ServicesSM, we have access to a wide range of resources, market research, tools, and software that help us better serve you.

A Small Family Firm

As a small family firm, we aim to add a personal touch to all our client relationships. We want you to feel comfortable contacting us whenever you have a question, and to understand the strategies we recommend. By taking an active role in your financial strategies, we believe you can feel more confident as you pursue your goals.