Our Mission: Assist individuals and organizations to become financially independent by providing tax and financial services that will allow them to capitalize on their abilities through shared knowledge, goal setting and continuous monitoring.

As a Registered Investment Advisor Representative, Enrolled Agent and Accredited Business Accountant, Don works with clients whose primary objective is to build and maintain personal wealth.  Skilled in asset allocation, investment strategies, estate preservation methods, tax-reduction procedures and charitable giving techniques, Mr. Holt offers solid credentials and experience to assist clients with the development and maintenance of their financial plan. 

Don and our team of seasoned professionals specialize in offering tax preparation and consultation services to individuals, small businesses, trusts and estates.  Don began this practice as an accountant and professional tax advisor in 1985.  He is accredited in taxation and accountancy by the Accreditation Council for Accountancy and Taxation, Inc.  He became enrolled to practice before the Internal Revenue Service in 1995.  His diverse knowledge of accounting, income tax and investments gives him a unique ability to assist clients with the administration of their fiduciary and financial responsibilities.