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Who We Are

Our roots go deep.

The roots of InConcert Financial Group®  date back to 1966. It all began by providing business owners with monthly and annual financial statements and consulting advice regarding how to improve ratios and returns. 

Over time, founders Tom Biesheuvel and Rich Scarpa, EA, developed a suite of companies that provided integrated financial solutions for individuals, businesses, nonprofits, and trusts. These included investment management through Heritage Capital Private Asset Management and accounting and tax solutions through InConcert.  

Today, the tradition and the integrative solutions model continue. Our tax and strategic planning team is built to offer you a full spectrum of comprehensive solutions, all under one roof. Whether you need bookkeeping or help minimizing your taxes, planning a business budget, developing compliant employer procedures, or dealing with the IRS, our team can help with every area of your personal, business, nonprofit, or trust tax needs.  

We are passionate about what we do, and with a combined 85 years of experience, we aim to be much more than a tax firm. We look to be your partner and trusted advisor and to help you orchestrate integrated financial solutions that are attuned to your unique goals and values.  

Kelly Crane, helping with your business and financial needs for over thirty five yearsKelly Crane

CFP®, CFA, CLU, MBA

President

Alan Steeples, helping with your tax and accounting needs for over ten yearsAlan Steeples, CPA

Tax Services Manager

Phil Philbrook, helping with your human resources and employment compliance law needs for over ten yearsPhil Philbrook

Chief Operating Officer


JEFF MACASKILL

ACCOUNTING PRACTICE MANAGER

ANNA REGINES

ACCOUNTING & CLIENT SERVICES

ELSPETH S. CAMPBELL, CRTP

ASSOCIATE TAX CONSULTANT


NAZ NASSERI

CLIENT & OFFICE ADMINISTRATOR