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3 Companies collaborating under 1 roof as 1 team to accomplish 1 mission.

Our Services

LCA Front Page

Tax & Accounting

In addition to your traditional tax, accounting and bookkeeping services, our firm is devoted to assisting businesses and individuals organize, understand, and manage their finances. You can count on us to help you build financial clarity, confidence and comfort.  

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Business Consulting

We are dedicated to the success of your team through expert business coaching, training, and team workshops.  Our approach helps you move from where you are to where you want to be. Are you not sure where that is?  We can help with that, too!

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Jamie-Client-Canopy360

 

Wealth Management

From financial planning to wealth management to insurance to estate planning, we educate our clients and offer intelligent, personalized advice. Our fiduciary approach gives clients the confidence, independence and stability they need to set and meet their goals.

 

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Our Mission

Empower decisions to accomplish missions.

We rely on the power of trust and operate from a clear set of values and principles. We work to connect relationships between our team, clients and strategic partners. The foundation is built on accountability and reliability. We serve as our client’s coach to empower important decisions within their organization and family. Our ideas and suggestions are innovative and we keep a flexible mind-set to think outside the box. We are growth minded at our core, personally and professionally. Our team is constructed of strength in numbers, grace, humility and perseverance. The focus is emotional and intelligent growth.

Together we join our resources to promote more efficient and effective change.

Our Blog

12

Oct

WATCH 🎥: How does the new tax law affect you, personally?

The new Tax Cuts & Job Act of 2018 is the largest U.S. tax reform ...

24

Aug

Firm Name Change

  We are pleased to introduce you to our new name, Canopy 360!...

31

Jul

Tax Projections: The Key Ingredient to Accurate Tax Forecasting

Have you ever been blindsided by an unexpected tax bill, or even worse...

31

May

3 Reasons Why You Should Use Our Client Portal

Author: Jennifer RobersonMay 30, 2018 Do you ever feel overwhelmed wh...

Operating Hours

Monday – Thursday | 8:00 am – 5:00 pm
                              Friday | 8:00 am – 12:00 pm

Careers