Today’s financial landscape is constantly changing, and the challenges our clients face are becoming more complex. We’ve come together to lean on the strengths of each other, allowing us to serve our clients through every stage, every idea, every challenge, no matter their size. We are stronger together. 
 
With our combined strength as a Top 50 national firm, we’ve expanded our specialties while preserving what matters most—your relationship with the professionals you know and trust. Our team now offers expanded services, with deeper resources and specialized expertise across tax, assurance, advisory, accounting, and private client services—all delivered with the personal attention that has defined our legacy firms for decades.

Accounting

Consulting

Finance

Professional Services

Sorren

The Boise office specializes in tax services, human resources, and data analytics, supporting clients across diverse sectors.

Boise

The Meridian office focuses on tax, audit, marketing, and strategic projects to support national initiatives and client needs.

Meridian

The Gainesville office focuses on tax and financial consulting services, led by experienced partners and senior managers.

Gainesville

Josh Tyree

Jim Hickey

Cheryl Guiddy

Brady Auch

Bill Long

Jim DeFruscio

Anish Dalsania

Amy Fasti

This department is responsible for managing tax compliance and advisory services, ensuring adherence to tax regulations, and optimizing tax strategies for the organization.

Tax Services

This department specializes in overseeing and managing tax-related functions, ensuring compliance with regulations and optimizing tax strategies.

Tax Management

This department focuses on providing assurance and audit services to ensure compliance and reliability in financial reporting.

Assurance Services

This department focuses on identifying, establishing, and nurturing strategic partnerships to drive business growth.

Partnership Development

This department focuses on conducting audits and providing assurance services to ensure compliance and accuracy in financial reporting.

Audit and Assurance

This department manages financial reporting, audits, tax compliance, and overall accounting functions.

Sorren

Org chart

Teams

Tax Services

Tax Management

Assurance Services

Partnership Development

Audit and Assurance

Accounting Department

Offices