Welcome to our website!

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Our most frequently utilized services are those to resolve tax issues and develop strategies for the future, such as:

• Resolve Federal and State tax issues
• Second opinions of the past three years’ tax returns for opportunities
• Business tax reduction strategy
• Investment related taxes, reduce capital gains, IRA distributions
• Financial Planning and Estate planning
• Cost Segregation

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us, for a phone call, video or in person meeting.