Our firm has decades of accounting & tax experience. We help small to mid-size businesses get a handle on their day-to-day operations, understand where they can save and where – expand. We develop business and tax strategies to make you a SUCCESS. We help you understand accounting & tax, so that you can apply that knowledge to your decision-making process. Essentially, we make you a better YOU.
In addition to being CPA-board certified, we are management trained (certain staff has Masters of Business Administration). We know how a successful business should operate & help you navigate through difficult periods. We know the “wrinkles” associated with estate & trust administration, search for funding and details on DOMA overturn. We are also QuickBooks ProAdvisors and can help you learn and understand one of the best pieces of software for your business.