What can we help you with?

Tax Filing & Compliance

We are tax compliance experts with experience in just about everything, including individuals, businesses, non-profit entities, foreign asset reporting, sales and use tax, and property tax preparation and compliance. If you or your business has tax compliance concerns, chances are we have encountered them before, and we can help.

Tax Planning

Keeping you in compliance is the easy part. We are here to focus on the areas you might not have considered, so together we can make a smart tax plan for the future. We have a variety of expertise, including but not limited to estate and gift taxes, stock option compensation, real estate transactions, multi-state planning & tax credit utilization.

Audit & Attest

Providing business owners, executives, and board directors the right information gives them more confidence. But it’s not always easy. Our audit & attest services help identify and address current challenges – while framing tomorrow’s opportunities.

IRS Representation

We love dealing with the IRS. Actually, we don’t. No one does. That’s why we take the stress and anxiety off your shoulders with decades of experience working with the IRS through small and large issues.

New Business Services

Being an entrepreneur comes with a lot of questions—and paperwork. We’ll help you with everything from choosing a new entity to setting up your accounting systems so that your business gets the right start.

Outsourced Accounting

Our new, cloud-based technology helps you simplify record keeping, which allows us to work together in making smart strategic decisions that move your business forward. 


Payroll is critical; it can also bog you down. We can take the administrative duties off your hands, while ensuring your business is making good strategic decisions.

Second Review

It’s ok to second guess your returns. We’re more than happy to take a look and make sure that everything you’re owed is coming your way.