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Who We Are

We create strategies tailored to your goals

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What We Do

Without any conflicts of interest we put your needs first.

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Why We Do It

We enjoy building trusted relationships that span generations.

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The *Investing and Accounting Offices of Michael D. Livens, CPA (IAR) is a firm dedicated to assisting clients in pursuit of their financial goals and dreams. With over 20 years of experience in tax and wealth management, Michael and his staff are passionate about every detail of their clients’ financial health. We take pride in working with individuals, families, businesses holistically, attending to all areas of wealth management.

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Accounting

We enjoy building trusted relationships that span generations.

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Investment/Insurance Services

Without any conflicts of interest we put your needs first.

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Tax Preparation

We create strategies tailored to your goals.

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We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.