Business Details
50+ Years
experience
Your Trusted Accounting Partner in Paris, IL
Established in 1928, our firm has evolved from a sole proprietorship into a trusted accounting practice serving clients across Illinois. We combine decades of experience with a commitment to personalized service, offering expertise in audit, tax planning, retirement strategies, and business consulting. Our team of certified professionals delivers innovative solutions tailored to diverse industries, including agribusiness, nonprofits, and financial institutions. With offices in Paris, Casey, and Tuscola, we prioritize client needs through timely, accurate financial guidance. Our mission emphasizes professionalism, collaboration, and maintaining the highest standards of client service.We invest in continuous education to stay ahead of regulatory changes, ensuring our clients receive forward-thinking advice. From small businesses to multi-location enterprises, we build long-term relationships by consistently exceeding expectations. Our peer-reviewed audit processes and QuickBooks ProAdvisor certification underscore our technical excellence. By balancing family values with financial success, we aim to be the most respected accounting firm in the region. This legacy of trust has allowed us to support local communities through scholarships and partnerships.
Services
Accounting & Back Office Support
Audit Services
Tax Planning
Retirement & Estate Planning
Executive Business Consulting
Payroll Processing
Financial Statements
Litigation Support
Internal Control Systems
Succession Planning
Details
- Year established: 1928
Highlights and features
- We offer 95+ years of combined accounting experience with certified professionals.
- Our team includes specialized CPAs with industry-specific expertise.
- We provide personalized service with local market knowledge in Illinois.
- Our peer-reviewed audit processes ensure technical excellence.
- We guarantee timely delivery of financial statements and tax filings.
Associations and certifications
- Certified QuickBooks ProAdvisors
Services
Audit Services
We conduct comprehensive audits for businesses, nonprofits, and government entities. Our CPAs verify financial accuracy, ensure regulatory compliance, and identify operational improvements. Clients receive detailed reports with actionable recommendations to strengthen financial controls and reporting transparency.
Tax Planning
Our experts develop customized tax reduction strategies for individuals and businesses. We specialize in charitable deductions, entity structuring, and retirement account optimization. Services include year-round tax advisory to minimize liabilities while maintaining full compliance with federal and state regulations.
Retirement Planning
We create personalized retirement and estate plans considering clients' unique financial situations. Our CPAs analyze tax implications, asset distribution strategies, and trust structures to ensure long-term financial security while complying with evolving state-specific estate laws.
Executive Business Consulting
We help businesses develop strategic plans, optimize accounting systems, and improve internal controls. Services include budgeting support, cash flow analysis, and succession planning to enhance operational efficiency and long-term sustainability for growing organizations.
Payroll Processing
Our team manages complete payroll cycles including tax filings, wage reporting, and compliance with labor regulations. We offer system implementation and reconciliation services to ensure accurate, timely payroll processing while reducing administrative burdens for business owners.
People
Curtis Root
Administrative Partner
CPA and Certified Senior Estate Planner with over 25 years of experience managing accounting operations across three Illinois offices.
Marla Coffman
Partner
Certified Public Accountant specializing in audit services and financial reporting for businesses and nonprofit organizations in central Illinois.
Katie Knoll
Partner
CPA with expertise in business consulting and tax strategy, serving clients in Paris and surrounding communities for 15+ years.
Megan Faulkner
Partner
Certified Public Accountant focused on accounting systems implementation and financial advisory services for small to mid-sized businesses.
Whitney Manwarring
Partner
CPA providing tax planning solutions and business advisory services, with particular experience in agricultural and nonprofit sectors.
Questions
What accounting services do you offer?
We provide full-service accounting including bookkeeping, financial statements, payroll processing, and internal control systems tailored to your business needs.
How are you different from other accounting firms?
Our 95+ years of local experience combined with CPAs and QuickBooks ProAdvisors certification allows us to deliver both technical expertise and personalized service.
Do you handle tax deadlines for multiple states?
While specializing in Illinois tax compliance, we assist businesses with multi-state filings and coordinate with out-of-state professionals when needed.
How can I access my financial documents?
We use SafeSend Portal for secure electronic document delivery and e-signature capabilities available 24/7 to our clients.
What industries do you specialize in?
We have deep expertise in agribusiness, auto dealerships, nonprofits, and financial institutions while serving a diverse range of other industries.
