The firm’s identity.
A finished foundation.

The original firm

Content was collected from a 21-page crawl of uppervalleycpa.com on November 8, 2026. Home, services, biographies, contact details and the public resource library were inspected. Historical tax tables are linked, not republished as current advice.

Brand and photograph

The firm’s text wordmark, burgundy #800000, gray palette and Tahoma/Verdana typography are retained. Charles Morgan’s original 128 × 160 portrait is shown at its native size; no AI restoration, substitute faces or office photography was introduced. Reuse is limited to his firm introduction and matching profile.

Actual template files

The starting point is Fieldwork / Baker Tilly service master, version 20261108-fieldwork01. Its actual builder, stylesheet and scripts were copied. The staggered service index, dark service chapters, related tabs, profile, journal and inquiry components remain. Six index entries present four original practice areas and two specific advisory offerings.

Content and functionality

Team descriptions follow the original site, with dated claims kept in context. The story is the firm’s published history. No invented testimonials, outcomes, staff or pricing are included. The search and service guide work locally. Forms preview a response only and do not send or save entries. This is not an official firm website; firm review is required before launch.

Supporting references

The owner-supplied Baker Tilly Services composition owns the layout. Refero Titan informs readable financial grouping; Odin’s Crow supports thin ledger rules only. Their branding, sharp controls and small text are not imported.