If you are looking for a blend of Tax & Business consulting service and expertise, you have come to the right place!

Our services encompass nearly every aspect of your financial life. We understand that planning for your family’s financial future is not just for the one percent; it’s important for everyone especially if you have a spouse or children. Because you and your loved ones have nothing to lose, but everything to gain. Find comfort in knowing a consultant in tax & business accounting is only an email or phone-call away. Alternatively, use our convenient SecureSend page to securely deliver a file directly to a member of our firm.

We combine industry experience with time-tested solutions to develop a framework upon which to build your company’s success. Even better, when you leave the business planning to us, you can get back to doing what you enjoy and do best--running your business.

We understand how the IRS works and what it takes to successfully mediate a solution on your behalf whether it's filing a past due return, minimizing back tax debt and any penalties or fines, or submitting an offer in compromise. If you owe the IRS money and are wondering what your options are, contact us today.

Here’s what else we do for you:

• Ensure your assets are allocated to spouses, children, trusts, and charities.
• Periodically review your estate planning needs as your family situation and finances change
• Gift tax strategies
• Tax Problems & planning
• Quickbook consulting
• Business succession planning
• Strategic business planning
• Trust administration
• Tax planning and preparation including estate, gift, and fiduciary tax returns