SERVICES

We take an advisory approach to our client relationships, focusing on where we can take proactive steps to add value, rather than purely being reactive to tax events. Going beyond the traditional CPA relationship, with CFP® experience, we encourage deeper discussions and embrace a service of providing advice, beyond simply completing tax returns. We perform research on a variety of client issues to provide custom and thoughtful solutions to suit client needs. To learn more about our advisory philosophy please click here.


Whether an individual, small or mid size business, a closely-held entity, family trust, estate or charitable entity - we have the expertise and capability to meet your preparation and filing needs. To learn more about our preparation services please click here to learn more.


Often times taxpayers have obligations and responsibilities outside of purely filing annual income tax returns. We have experience in many unique circumstances regarding foreign filing, estimated payments, business reporting and elections, wealth transfer reporting and other compliance requirements. To learn more about our compliance services, click here.


We represent clients in state and federal audits as well as in responding to notices and letters from taxing authorities. Allow us to handle the communications to minimize your interaction with the government where possible. To learn more about representation services please click here.


We engage in active year-round planning for clients that have the need for ongoing tax monitoring services. We incorporate proper projection tools to evaluate a work through variety of “what-if” scenarios to best fit your needs. With tax changes at the federal and state levels, being proactive in your planning can lead to real savings. We encourage these discussions to deliver the best overall results for our clients. To learn more about our planning process and services please click here.