Our CPA Services

High Tech but High Touch ⁠— We Combine the Benefits of Both​

Our secure portals are accessible 24/7 for clients who are busy, may be traveling, and are used to convenient, digital access to their records and financials. However, our clients also know we ALWAYS welcome face-to-face meetings at their convenience.
We never lose sight of the fact that our practice has always been based on long-term, collaborative relationships. While improving our technology to advance services is necessary and ongoing, it takes second place to the focus we have on high level client care.

Tax Planning & Return Preparation

Through proven tax strategies and long-term planning, we reduce your tax liability to the lowest legal amount while keeping you in full compliance. Complex tax codes and new regulations require our tax team to undergo frequent training, education, and stay vigilant regarding state and IRS updates.

With tax laws changing constantly, it can be overwhelming for individuals to prepare their own returns. We work with you personally to get your returns prepared and electronically filed. Accuracy, compliance, and maximum tax savings are our goals in preparing your personal and business returns.

Accounting & Auditing

We are your complete source for all your and accounting needs. While you run your business, we take care of all the financials, bookkeeping, payroll, and cash flow management.
We can perform audit reviews and issue comprehensive reports if needed.

Management Advisory Services

Some of our larger clients occasionally need advice on:
We also have an on-site legal office if clients require contract reviews, etc.

Multi-Generational Family
Office Services

After you’ve spent your entire life building your wealth, you want to make sure you have effective tax and investment strategies and adequate insurance coverage for yourself and your business. In case of an unexpected emergency, you also want the peace of mind knowing that your financials are easily retrievable and that you have plans in place to take care of your business, your family, and your wealth.
OUR GOAL is to ensure that you have a well thought out protection plan in place and do not outlive your financial resources.

Experience professional excellence and a commitment to success — combined with boutique service.