The Services You Need. Delivered with the Service You Expect.

Tax Filing & Compliance

We are tax compliance experts with experience in just about everything, including individuals, businesses, non-profit entities, foreign asset reporting, sales and use tax, and property tax preparation and compliance. If you or your business has tax compliance concerns, chances are we have encountered them before, and we can help. 

Tax Planning

Keeping you in compliance is the easy part. We are here to focus on the areas you might not have considered, so together we can make a smart tax plan for the future. We have a variety of expertise, including but not limited to estate and gift taxes, stock option compensation, real estate transactions, multi-state planning & tax credit utilization.

Business Advisory Services

Being an entrepreneur comes with a lot of questions—and paperwork. We’ll help you with everything from start to finish, from entity choice analysis to setting up your accounting systems and analyzing your performance. We can even help you start planning for or guiding you through the sale or merger of your business.


Our new, cloud-based technology helps you simplify record keeping, so together we can spend more time making smart strategic decisions that move your business forward.


Payroll is critical; it can also bog you down. We can take the administrative duties off your hands, while ensuring your business is making good strategic decisions.

Estate, Gift & Trust Return Preparation

It’s normal to feel concerned about the possibility of you and your loved ones having to bear a significant tax burden when transferring wealth to the next generation. We help you check all the boxes to preserve legacies and minimize taxation for estates, gifts, and trusts.

IRS Representation

We love dealing with the IRS. Actually, we don’t. No one does. That’s why we take the stress and anxiety off your shoulders with decades of experience working with the IRS through small and large issues.

Second Review

It’s ok to second guess your returns. We’re more than happy to take a look and make sure that everything you’re owed is coming your way.