EXPERTISE YOU CAN COUNT ON

Our over 20 years of experience have taught us that relationships with clients as part of their financial advisory team are all about establishing trust.  This trust is established by proving our expertise and living up to our commitments and promises. With a unique background of both tax and financial expertise, we are able to serve as a comprehensive financial advisor and offer a unique perspective. We also strive to maintain a manageable client base ensuring that we are available to our clients as needs arise.   

Our focus is primarily on income taxes with a core focus on individuals / entrepreneurs including high-net worth individuals and their unique needs and challenges.  Our comprehensive approach includes not only their individual tax returns, but also their closely held partnerships, S Corporations, corporations as well as trusts, foundations and estate and gift taxes. 

Our consulting practice also draws on years of experience in various aspects of finance including investment banking, family office, valuation, and consulting CFO experience.  This depth of experience enables us to offer more than tax advice for questions that entrepreneurs and high net worth individuals encounter. 

This level of expertise means that we provide a depth of expertise that is unique which combined with a niche client focus helps us maintain a high touch relationship with our clients.