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Over 30 years experience working with a variety of clients, including affluent individuals and families, executives and owners of closely-held businesses

Specialty industries and sectors include: Start-up Businesses, Construction, Real Estate, Professional Practices, Technology, and Wholesalers

Individual & Family Tax Planning

Tax planning and consultation services for individuals and families on a wide variety of tax issues

Corporate Accounting and Taxation

Tax and accounting services to all corporate clients, including flow-through entities, such as partnerships, S-Corporations, LLC's and C-Corporations

Financial Planning

Extensive experience assisting clients in making informed and strategic decisions related to business/investment needs, and family legacy

Words from Our Clients