Firm Profile

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

We provide a variety of services including:

Financial Management

• Debt Planning
• Estate Planning
• New or Refinancing Mortgage Negotiations
• Insurance coverage
• New or Leased Car Negotiations
• Cash flow budgeting and projections
• Payroll Reporting
• QuickBooks® setup, support and training
• Monthly bookkeeping
• Financial statements - making sure your financial records are timely and accurate
• Personal CFO
• New Business Advisory
• Entity selection
• Business consultancy

Tax Advisory

• Income Tax Preparation for all types of businesses, and individuals
• IRS and State Audit Representation
• Business startup services
• Tax Planning
• Foreign tax compliance coordination

We are committed to protecting and safeguarding your personal and business financial information.  Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.