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Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.


Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
  • Tax planning & return preparation
    • Individuals
    • Corporations
    • Partnerships
    • LLCs/LLPs
    • Estates, trusts & gift
  • Taxing authority representation
  • Tax effects of buying/selling a business

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, trusts, estates, corporations, partnerships and LLC's/LLP's.

IRS and State Tax Represenation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. We can guide you through the complex process of getting your financial affairs in order.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Investment Advisory & Wealth Management Services

The CPA, RIA, & PFS competitive advantage - We posses a unique combination of credentials which drive the holistic approach in our financial advisory practice. Combining our knowledge as CPA's and Personal Financial Specialists, and our independence from any national brokerage firm, we bond our trusted relationships with our clients as the one and only financial advisor our clients and their families will ever need.

We understand your complete financial picture and consider the tax implications of your investments.

Our disciplined approach to investing is driven by our comprehensive financial planning with you.

As CPA's we are bound by the highest ethical standards of objectivity and confidentiality.

Our Registered Investment Advisory firm status holds us to fiduciary responsibilities which exceed those of traditional brokers.

Our compensation for asset management is fee-only. We avoid conflicts of interest to buy or sell on your behalf.

Our firm is a member of the CPAlliance Network of over 35 CPA Wealth Advisory firms, managing over $750 million in assets. The CPAlliance Network's mission is helping clients identify their strategic financial goals, guiding them in the process of wealth accumulation and achieving financial independence.

Family Office Services

For clients with substantial assets, providing client services is more than dealing with the tax laws. In addition to handling the financial aspects that a family may require, we also help to deal with the administrative complexities that wealth and multiple family entities bring. We facilitate family meetings, that can include multiple generations, so all members are aware of the information that is appropriate at their level.

Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

Information Request for Services Listed Above