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Practice Areas

Tax

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Our firm prepares all forms of individual, business, and fiduciary tax returns for clients located throughout the country.

We provide a full range of tax planning services to minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.

Entity Selection


​​Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

Outsourced CFO

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Many businesses reach a point when they require financial assistance but are not yet ready to pay for fulltime help.  That's where we come in.  By providing as-needed CFO services, your company can benefit from our financial expertise at a fraction of the price.  Expense reduction consulting, budgeting, project analysis, and fraud investigation are examples of the services we provide. 

Real Estate Investors

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Our firm specializes in working with Real Estate Investors.  Most of our accountants have personal experience in real estate taxation and utilize that expertise in assisting our clients.  Our real estate clients range from simple residential rentals to large scale real estate developers and everything in between.  We can help you structure your business and investing strategy to best optimize tax savings and growth potential. 

Bookkeeping

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From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our bookkeeping and accounting services can steer you closer to these goals with accurate record-keeping and reporting as well as accounting system setup

Controller Services

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Our firm can provide all forms of Controller services including bill-pay and expense management.  Outsourcing these duties allows you to spend more time building your business instead of dealing with administration. We create an automated system that assures your books and vendors are always taken of.

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