About Us

Our Firm

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. We help you understand accounting & tax, so that you can apply that knowledge to your decision-making process. We’ve got experience in a variety of industries: from lawyers and doctors to manufacturers, entertainers & artists. We’ve handled complex FBAR situations and resolved numerous IRS & State inquiries.

In addition to being CPA-board certified, we are management trained. We know how a successful business should operate & navigate through difficult periods. We can help you help yourself. We know the “wrinkles” associated with estate & trust administration, search for funding and DOMA overturn. We are also QuickBooks ProAdvisors and can help you learn and understand one of the best pieces of software for small business.

Our Team

Our tax office believes in building relationships with our clients, and we view these relationships as partnerships.
We strive to service our clients by adhering to our own standard of excellence.

Our small team of professionals has decades of accounting experience, we work with small businesses, sophisticated individuals and interesting and complex tax and accounting situations. Furthermore, we have great experience working with amazing small-business CEO’s on cash projections, working capital and financial strategy. We enjoy engaging on a new project and making it right.