What We Do

Tax Services:

• Tax Consulting

• Return Preparation

• Representation and resolution

Business Accounting Services:

• General Ledger Services

Business Consulting Services:

• Out-sourced CFO

• Process Improvement

• Planning

• Budgeting/Forecasting

• Data Analysis

• Accounting Training

• Transition Planning

• Acquisition Due Diligence

Additional Services for Individuals and Families:

• Personal/Household Financial Coaching

  • Budgeting

  • Goal Setting

• Estate Planning

We also maintain a network of other professionals such as other local accountants, attorneys, bankers, and investment advisors. This allows us to ensure our clients receive additional guidance, in cooperation with our firm, when appropriate.