SERVICES

Tax Planning, Preparation & Consulting
We not only prepare all tax returns but we educate you on ways to shelter your income throughout the year by helping you navigate the increasingly complex Internal Revenue Code!

Start Up Business Consulting
All the specific information you need for your new business venture; what is the optimal form of doing business?

Wealth Accumulation
The best ways to grow your assets and protect them from eroding factors including taxes, inflation and market fluctuation.

Income Protection
How to protect your most valuable asset; your ability to earn a living.

Retirement Planning.
It's never too early to start saving for retirement; learn about all the different options available to you.

Estate Planning
How to effectively transfer assets and minimize/eliminate taxes and other costs at your death.

Business Continuation & Succession Planning
How best to transfer your business to the next generation.

College Tuition Funding Strategies
What are the best ways to save for college and what third party resources are available to you.

IRS & Other Tax Authorities Problem Resolution and Representation
Professional assistance with everything from the occasional notice to the dreaded audit.

Employee Benefits Planning
We can act as your outsourced human resources department and help you implement all programs.

QuickBooks Assistance
Spend your valuable time growing your business, not performing bookkeeping services.

                

As the trusted advisor to a variety of professions, our goal is to provide you with the highest level of service and to think "out of the box." We help our clients to maximize their wealth, while protecting their risk and their costs. Our "macro" approach to every aspect of your financial life helps us to see the big picture, while still paying close attention to the most important details. We want you to be able to spend more time growing your income! 

Please ask us your questions or sign-up for our free e-newsletter below. We will gladly offer you a free initial consultation so you can see what we offer and how we can help you.