We combine a large firm’s experience with the personal attention that only a small firm can provide. Our clients come back to us year after year because they know they are in good hands. We work to develop long-term relationships; whether your needs are simple or complex, we can help.

Mark Undis CPA
Managing Member

Over 35 years working with family owned businesses. Mark’s unique approach and deep industry experience is extraordinary. Mark works with you to design a reasonable structure of payroll, rent, interest and distribution of profits. Getting money out of your business in a tax efficient manner helps you grow long term. At least once per year Mark will discuss with you your current year’s business profit, business investment alternatives and the impact on your taxes.

Kathy Hebert
Managing Member Accounting Services

15+ years of accounting experience focused on the retail hardware industry.  Kathy can help you organize your data so that management has the tools it needs to measure business performance.  Kathy has assisted many dozens of hardware retailers with their day to day accounting needs.

Paula Quade
Administrative Assistant

As administrative assistant Paula gets completed tax returns ready for delivery.  She is responsible for scanning documents into our secure portal.  Paula also has experience working with QuickBooks and preparing payroll tax returns.

Patricia Undis
Head Chef

Pat is a retired art teacher and Mark's better half. During the busy tax season when the office is working late Pat brings dinner.

why choose us

A detailed listing of the services we provide is set out under What We Do. Take a look at what we have to offer and how we can help you or your business.