






This spring marked an exciting milestone for us—we officially moved out of our home office and into our new space on 5th Street in Jamestown, NY! You’ll now find us just below Young Tax Offices and right across from the library, a perfect spot to continue growing and serving our clients.
Our big move happened in early May, and we couldn’t have done it without the incredible support of our community:
- Hire the Help & Mickie Muirhead: Mickie and her amazing team moved us in one day flat—an absolute lifesaver! We are so grateful for their efficiency and professionalism.
- Piece of Cake: Our Open Door event wouldn’t have been complete without their adorable (and delicious!) cookies—thank you for adding such a sweet touch.
- Dalahäst Roast Co.: Thank you for rushing over a bag of rich, Colombian coffee to keep us fueled for the week.
- Young Tax: We appreciate you letting us host a candy-filled Friday celebration—it was a perfect way to kick off our first week here.
A special thanks to those behind the scenes who made this move possible:
- My mom and friend Erin, who braved a snowy day in the garage to help us paint.
- Miles, our talented intern, who kept spirits high (and root beer floats flowing).
- Becky, our marketing and sales star at Chautauqua Wedding, who always comes prepared.
- And Bruce—thank you for stepping in wherever needed when things got hectic.
Finally, to everyone who stopped by to welcome us during our Open Door event—thank you! Your support means the world, and we’re thrilled to start this new chapter in such a wonderful location.