Helping Clients Achieve Financial Freedom for Over 40 Years.
Who We Are
Founded as an accounting and tax preparation company in 1981, SLS has evolved into a holistic financial services firm, offering financial planning, tax, and accounting-based services. Helping our clients achieve financial freedom through the unique combination of services we provide is both what we do best and what differentiates us.
With a team of both CPA and CFP® professionals on staff, our clients enjoy the efficiency and simplicity of having their financial and tax-related planning integrated with one firm.
Our clients are an integral part of our lives. We see them not just in the office, but within our greater communities where we have formed relationships based on common interests and activities.
What We Offer
