Areas of Practice

Tax Services

Our firm is family-operated and family oriented. As tax specialists, we pride ourselves on being at the top of our industry. We maintain professional relationships with tax authorities and experts throughout the United States, United Kingdom, Europe, Canada, Asia, and Australia. Our unique hands-on approach allows us to provide tax and consulting services tailored to each client’s needs.

We have an aggressive philosophy towards tax mitigation within the parameters of the tax law, including conducting comprehensive, year-round financial planning to provide clients with superior tax solutions. Specific areas of focus include Federal, state, and local tax returns, quarterly tax projections, and IRS audit representations. Together, relationships facilitate proactive mitigation and settlement of tax liabilities.

Business Management & Consulting

We provide a variety of functions that are customized to suit each client’s needs, including budgeting, bookkeeping, personal account management, tour financial management, insurance assessment, financial statement preparation, tax preparation, consulting with investment professionals, and much more.

Our consulting services include analyzing and identifying areas negatively affecting profitability and growth. We help develop solutions that are practical and technically sound. Our comprehensive and flexible strategies will address any adverse issues affecting your business. Areas of focus include analysis of entity selection, business valuations, the purchase or sale of a business, financial and retirement planning, as well as estate, trust, and gift planning.

Other Services

We work closely and have developed close relationships with professionals in the legal, insurance, payroll, and business lending industries. This allows our clients the ability to meet all their business needs from every possible perspective. We promise the highest level of integrity and will help you manage your career, business affairs, and life with a level of professionalism, candor, discretion, and respect that distinguishes us. Beyond that, our reputation does our talking. The best in the business have trusted us for over 40 years.