In today’s changing economy, individuals and businesses need trusted advisers. We serve individuals and small to mid-sized businesses seeking objective, independent advice on the best way to grow and to create value.

Individual Clients
We help individuals by offering the following:

• Tax Returns and Payments
• Investment Advice
• Retirement Planning
• Real Estate Planning
• Child Education

Profit and Non-Profit Entities
Tax affects every transaction a business undertakes and it never stands still. We will keep you up to speed on the developments that affect your business, help you interpret their significance and integrate tax considerations into your strategy. We strive to help small to medium-sized business in the following manner:

• Business Entity Selection and Formation
• Monthly and Quarterly Reports
• Payroll Processing
• Audit
• Profit Planning/Budgeting
• Exit Strategy
• Non-Profit Compliance