The financial and regulatory environment is constantly changing. At SSB CPAs, we strive to meet your specific needs in planning for your future and achieving your goals. We understand that your financial success makes for a strong, vibrant community and local economy. So, as a locally owned and operated firm, we want to make sure that our advice puts you on the path to a bright and prosperous future.

We take special pride in our independence and objectivity. We will give you good information and sound advice—even if it’s not what you want to hear. We offer our best advice in accordance with the highest standards of ethical conduct and sound business principles.

Compliance Services

Financial Services

We prepare and issue financial statements that may cover audits, reviews or compilations. Sometimes, your bank may require special financial statements such as forecasts and projections or a personal balance sheet. Whatever the requirement, our accounting services can be tailored to meet your needs.

Tax Services

The tax law is an increasingly complex web of rules and regulations. SSB’s tax team is highly recognized for its experience and expertise in tax compliance and planning. Whether it’s income taxes, retirement planning, compensation planning, business succession or estate concerns,

Employee Benefit Plan Audit Services

In accordance with the Employee Retirement Income Security Act of 1974 (ERISA) and U.S. Department of Labor (DOL) regulations, employee benefit plans with 100 or more participants are required to have an audit as part of their obligation to file an

Consulting Services

Family Business Services

“Family Business” does not always equate to “Mom and Pop”—very large companies that employ more than 30,000 people are family-owned businesses. They represent 50% of the nation’s Gross Domestic Product and 60% of the total U.S. employment. Only 30% of family businesses succeed to the second generation; only 10% into the third generation. Family businesses deal with very unique issues in running their companies—SSB understands these issues and helps family businesses

Estate and Retirement Planning Services

Most people aim at nothing and hit it with tremendous accuracy! Think about that! Planning—or the absence of planning—can mean the difference between success or failure in meeting your goals.

Proper estate planning accomplishes two major objectives—it ensures that your wealth is distributed according to your wishes, and it can reduce the payment of federal and state estate taxes.

Business Valuation Services

One of the best reasons to obtain a business valuation is to use it as a management tool. A prime objective for every business is to improve its value to the owner. A properly prepared business valuation provides an insight into company strengths and weaknesses that affect value, allowing management to more effectively focus its energy on areas that really count.

Knowing the value of your business is essential to your peace of mind. A high level of emotion is present in virtually every business valuation

Wealth Management Services

SSB Managed Wealth (SSBMW) provides comprehensive financial planning that involves more than just managing your investments. We are committed to understanding your overall financial picture and discovering your personal, business and retirement goals. By designing and implementing a comprehensive financial plan, we can manage your investments in a tax-efficient manner.

Comprehensive Accounting and Advisory Services

SSB provides comprehensive accounting and advisory services (CAAS) that go far beyond bookkeeping. Building on more than 40 years of service and depth of experience, we utilize secure cloud-based technology platforms to provide you with accurate, real-time financial data. Work on your business—not in your business.

Forensic Accounting Services

Litigation services provide a dynamic and complex environment in which a Forensic Accounting Professional can be of service to attorneys and their clients. A Forensic Accounting Professional must work closely with an attorney to ensure that both professionals understand the needs, concerns and requirements necessary to work together to serve the client.