Community & Events

Community & Events
Join Us for an Upcoming Event
College Day 2025

Learn what it’s like to work at a boutique accounting & tax preparation firm during our College Day on Friday, October 17, 10 am – 1:30 pm. Attendees will learn about different career paths, hear from members of our team on how they joined the profession, and learn about our culture and values. Lunch provided.
We Believe in the Ripple Effect
We envision a community where every person has the resources and information needed to live their best life.
Read our Community Impact Report
Learn about some of the ripples of positive impact we made together in 2024.

Our Community Engagement Program
We believe in the power of building community and giving back to the nonprofits that make life better for all of us. Whether we are volunteering, sponsoring an event, or sharing our time and talents, our Community Engagement Program unites our efforts so that together, we can make a tangible difference in Clark County.
The following Philanthropic Guideposts help guide our giving:
Financial Empowerment
Community Enhancement
Leadership & Innovation
Positive Change
It’s Possible
Directed by our guideposts, our giving falls into three main categories: Nonprofit Support & Sponsorship, Financial Empowerment, and CommUNITY Hours.

Nonprofit Support & Sponsorship
Each year, we dedicate a portion of our budget toward sponsoring and supporting local nonprofits that fit within our Guideposts. Our Community Engagement Committee, comprised of team members, reviews all requests monthly.
Do you have a nonprofit you’d like us to know about? Please complete the Request Form.

Financial Empowerment
Workshops: Our Financial Planners, CPAs, Enrolled Agents, and other team members dedicate time and talent to teaching financial education across our community. We’ve worked with high school students, young adults leaping into new careers, and older adults re-entering the workforce.
Are you interested in having one of our team members teach at your organization or school? Email our Director of Community Investments & Relationships, Megan Dixon.

CommUNITY Hours
Each year, our team members receive CommUNITY hours to invest back into the community in areas that are important to them. Often, team members participate in group-supported volunteer activities where their combined time and talent make a big impact.
Needing hands-on help or have a project where our team could dedicate their time?
Let us know about the project!
Corporate Support & Sponsorship Request Form
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Financial Empowerment
Community Enhancement
Leadership & Innovation
Positive Change
Partnerships
Building community doesn’t happen overnight and we are actively building relationships with a number of organizations.
Here are several of our new partner organizations.

Ripple Impact NW

Cascadia Tech Academy

Columbia Springs

Council for the Homeless

Habitat for Humanity

Financial Beginnings

FVR Libraries

Friends of Children

The Historic Trust

Idea Fest

Lighthouse

NAMI SW Washington

Parks Foundation of Clark County

Partners in Careers

Share

Wine & Jazz
