Explore Our Services
Contact our office to set up a consultation with our firm to discuss your needs and to see if we will be a good fit.
Long-lasting relationships.
Our commitment to excellence and relationships means clients stay with us for years, because they know we’re with them to create long-term success. This is an investment in your future. Let us be a partner with you and your team, to help you build and manage your legacy.
What We Offer
We provide a variety of tax services to corporations, partnerships, non-profits and individuals, including tax planning, strategy, income tax return preparation, and IRS correspondence and representation. We also provide services that range from traditional accounting and bookkeeping, to other consulting services, including business planning, and financial budgets and projections.
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A relationship-focused approach to protect, organize, and align your wealth with your values and long-term goals, helping you create a plan that supports both your needs today and the generations that follow
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Comprehensive tax preparation for individuals, corporations, s-corporations, partnerships, non-profits, estates and gift taxes, trusts, sales tax, payroll tax, and property tax, along with tax planning and strategy to help you achieve financial goals.
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Monthly, quarterly, and annual accounting and bookkeeping (with on-site options), payroll tax deposits, financial statement preparation and analysis, and strategic planning.
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Audit and review consulting, business startup, entity selection and restructuring, financial and retirement planning, financial projections and budget, strategic planning, and full accounting support
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Assistance with writing and testing of internal controls and standard operating procedures, checklists
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Set up of accounting, vendors and customers, recording daily activities, bank feeds and reconciliations, payroll, and QuickBooks accounting and reporting review
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IRS audit assistance, representation, tax notice response, penalty abatement, amended tax return
We’ll act as your outsourced accounting department — offering CFO-level insights, strategic planning, and complete accounting support without the need to hire in-house.
Tax Services
We help keep you compliant, by offering personal, business and corporate federal and state income tax return preparation, tax planning and strategy, IRS assistance and representation, preparation of payroll tax, sales tax and property tax reports.
Accounting Services
We help you monitor your business’s financial health and cash flow, by offering periodic accounting and bookkeeping services, payroll tax management, financial analysis and forecasting, contract controller and CFO services, QuickBooks help and set up.
Business Services
We help you prepare for your upcoming audit or review, and cut costs by process evaluation and improvement. We help you get started by discussing your goals and offering strategic advice on business type or structure, federal and state tax account set-up, help with standard operating procedures.
Legacy and Estate Services
We help entrepreneurs, high net worth families, and business owners who dream not only of building success today but of leaving a lasting legacy for generations to come. When life happens our action plan goes into effect so your family and legacy are protected and supported.
We Handle Compliance So You Can Focus on Growth
From accounting to tax preparation, we take the burden off your plate so you can focus on building your business and legacy.
Our Process
Initial Consultation
In our initial discussion we will hear your story. We truly listen to find out where you are currently, what are your concerns, and what goals to you hope to achieve.
Service Proposal
Based on our initial consultation, we send you a comprehensive list of what we need to evaluate and recommend services, and provide you with service proposal and estimated fees for services.
Engagement Acceptance
If you would like to move forward with us, our onboarding specialist with contact you with everything needed for successful onboarding, including our engagement letter.
Begin Services
When you sign on with us, compliance becomes our responsibility. Going forward we will be sure you stay caught up, in compliance, and updated with any changes.
What to Expect - FAQ
How does billing work?
We believe in full transparency and will communicate scope and billing adjustments. This allows you to retain full visibility into service delivery and cost alignment.
During the onboarding process, you will receive a proposal with estimated fees, engagement letters to cover all accepted services, and our invoice and payment policy to review and sign.
Our firm billing structure is based on our hourly rate, with rates that reflect the experience and specialization of the team members performing the work.
How do I get in touch with a CPA?
We value our relationship with you and all of our clients, so a lot of our work is often done directly with you. Because of this, the best way to get in touch with us is by emailing us or giving our office a call to set up an appointment. This ensures our allotted time is dedicated to you.
What’s next?
Depending on the service we are providing you, we will send you a customized list of items that we will need in order to get your project completed timely and finished by any applicable deadlines.
Our goal is to provide you with an excellent product and impeccable service. Please, let us know if there is anything that we can do to help improve your experience with us.
We are honored that you’ve given us the opportunity to partner with you to build your legacy and provide peace of mind in your financial decisions.