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

"Jeff and his team are very professional, knowledgeable and patient. I’m very glad to have found this firm.”

4/02/20 Tony D.

“I have known Jeff for over 20 years. He has taken care of my business as if it was his own.”

2/24/16 Mike S.

"Jeff helped our start up company with both accounting and entity status advice. This helped us avoid some major miscalculations and helped us make informed choices for our business"

March, 2022 - Michele G. CFO