On January 1, 2019, we launched 9258 Tax Preparation and Planning. It was our objective to create a holistic environment where wealth management and tax planning and preparation for individuals and corporations would coexist to the benefit of our clients. We immediately saw impressive results for our clients. We have had a long relationship with the professionals at John F. Dickey and Co. In fact, Walt Lunsford was a client of John Dickey, CPA, then Mark Dickey, CPA, and Ron Evans, CPA since the mid 1970’s. During discussions with Ron and Mark, it became apparent that the merger of our companies would bring significant synergies to the clients of both firms. Both firms are known for their hard work, timely communication, and high quality of services, tailored to their respective clients’ needs. Each firm has multiple generations of families as clients as the result of their professionalism and high quality work.