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 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.

Our Team

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

Our small team of professionals works with businesses, sophisticated individuals and interesting and complex tax and accounting situations. We have great experience working with some of the world’s most amazing CEO’s on cash projections, working capital and financial strategy to make sure that you think about PROFIT FIRST, that you are at the top of YOUR game, all the time. We enjoy engaging on a new project and making it right, any way you twist it.