It's no easy task selecting a CPA. It's not because there's a lack of choices — there's just too many. Most accountants are all good with numbers and do tax returns, bookkeeping and the like. For us it's also becoming an integral part in the lives of our clients. One of an advisor, confidant and friend. Built on trust, expertise and experience.
Accounting isn't a science. Nor is it just going by the book. It's an art. It takes imagination and skill. We take pride in our creative approach to problem solving, taking a proactive role by helping our clients anticipate events. Knowing the difference between an opportunity and a pitfall.
We offer a full menu of services. For individuals, businesses with a few employees or large businesses with multiple entities. Our experiences and expertise take us beyond the general knowledge of the latest tax laws. We specialize in knowing the ins and outs of some very particular professions and industries and go out of our way to tailor our services to the needs of each client.
Delivering technical expertise and specialized knowledge is why clients choose us. Allowing us to be a partner in achieving their financial goals is why they stay.
Some of Our Services
Tax return compliance
• individual & fiduciary
• partnership & corporate
• estate & gift tax
• payroll, sales & property tax
• income tax planning
• 1031 exchange analysis
• entity structure & selection
• estate planning
Audit, attest & accounting
• audited, reviewed or compiled financial statements
• financial statement preparation
• agreed-upon procedures
• business start up
• succession planning
• business valuation review & analysis