Oct. 1995 – Started practice, sharing space with local physician Dr. Veronica Cerny
Jan. 1998 – Opened an office in Milford Delaware at 107 N. Walnut St.
Nov. 1998 – Formed corporation and acquired accounts of Dover Tax, Inc., the Dover office of National Income Tax Service owned by Nancy Trinkle. Moved office to 666 S DuPont Highway, Dover, DE.
Sep. 2003 – Moved to current Dover location during Hurricane Isabel.
Oct. 2005 – Added Sussex County office and acquired the accounts of Harmon Financial Services, Inc.
Jan. 2006 – Moved Sussex County office to shared space with Lane Builders in Lewes Delaware.
Dec. 2009 – Milford office reopened at 19 N Walnut St. and acquired the accounts of Tanner & Associates.