Pks and Company

PKS Investment Advisors LLC, located in Ocean City, MD, is dedicated to being a trusted financial advisor, focusing on a comprehensive understanding of clients' financial goals and aspirations. Their mission encompasses a consultative approach to investment management, financial planning, retirement income planning, and tax management to guide clients towards a secure financial future. In addition to personalized financial insights, PKS Investment Advisors offers expertise in employer retirement plans and estate trust planning. The firm emphasizes the importance of ongoing collaboration with clients to navigate life's challenges and maintain progress towards financial success. Generated from the website

Davis-Smith Accounting Associates is a small firm dedicated to fostering personal relationships with each client, ensuring a comfortable and understanding environment that aids in achieving their individual financial goals. The firm's philosophy emphasizes that such connections lead to better guidance and support tailored to client needs. Specializing in a wide range of services, Davis-Smith Accounting offers tax preparation for individuals and businesses, as well as comprehensive accounting services including bookkeeping, payroll, and bank reconciliation. They also provide software services, notably with expertise in QuickBooks, through their Advanced Certified QuickBooks ProAdvisor on staff. Generated from the website

TGM Group LLC is a full-service Certified Public Accounting firm that provides accounting, attestation, tax advisory, retirement & estate planning, business consulting, SEC public company financial reporting, business valuation and fraud investigative services. We also offer bookkeeping & payroll services to our clients.In our commitment to quality, we are members of the Public Company Accounting Oversight Board (PCAOB), the Government Audit Quality Center, the Center for Audit Quality, and the Employee Benefit Plan Audit Quality Center of the American Institute of Certified Public Accountants (AICPA). We are also active members of the Maryland Association of Certified Public Accountants (MACPA) as well as many local organizations. At TGM Group LLC, we continually strive to provide our clients with the highest quality service that is highly personalized. We strategically align with our clients and proactively serve them to meet their financial goals. The Firm originated in 1993 as Trice & Geary, LLC after Tom Trice and Herb Geary purchased the Eastern Shore practice of C.W. Amos and Company. Over the years as the client list and the firm grew with the addition of several partners the name was changed to TGM Group LLC.Today, TGM Group LLC is a regional accounting firm comprised of six partners and approximately thirty-five accountants, auditors, business consultants and tax specialists providing a full range of accounting and financial consulting services to individuals and businesses on the Delmarva Peninsula and beyond.