We offer free consultations before engaging with you on a new project. This allows our team to evaluate your needs and expectations so we can determine where and how to offer you the best value. This initial meeting allows you to ask questions and get to know who we are so we can begin building personal relationships. Our firm believes in defining your values and goals so that we spend our time focused on what matters to you. Below are the main service areas that we provide our clients value on: 

We want you to succeed. Contact us today to see how you can benefit from our variety of accounting and tax services.

Tax Planning and Preparation


We have vast experience in working in various industries and with clients of all sizes. We offer tax compliance and planning services to assist clients to maximize deductions and minimize tax liability.

Our tax services include the following but not limited to:

  • Individual Tax Compliance

  • Business Tax Compliance

  • Trusts and Estates​ Compliance

  • ​Income Tax Planning​ and Projections

  • Other Federal and State tax reporting

Bookkeeping and Financial Statements


We work with various businesses to provide accurate reports. We assist our clients in understanding their financial reports. Our team will work with your business to help setup and maintain the bookkeeping. 

The accounting services include, but are not limited to the following:

  • Bookkeeping (Monthly or Quarterly)

  • Payroll (Federal & State)

  • Financial Reports (unaudited)

  • Compilation Reports

  • QuickBooks Services and Training

Financial Planning and Entity Structure


Our team assists you in making informed decisions for your business planning or personal planning. We will assist in the setup and entity selection that maximizes your potential for success.


Our consulting services include:

  • Business entity selection

  • Federal and State taxing authorities setup and registration

  • Consulting with attorneys on entity organization and/or estate planning

  • Business accounting setup and/or procedures, CFO outsourcing