We work with small businesses, start-up businesses and growing businesses. These businesses can be sole proprietorships, partnerships, LLC, S-Corps or corporations reporting revenue up to $15,000,000.
Our client list includes manufacturers to medical professionals, retailers to restaurants.
We provide:
We work with individuals to prepare personal tax returns, quarterly individual tax estimates and handle compliance and reporting of trusts and estates to assess and minimize tax consequences.
We work in tandem with other professionals involved in our clients' financial dealings (attorneys, financial planners, etc.) to provide clear and complete financial analysis and direction for our clients.
We work best with clients who are interested in more than simply recording financial transactions. A CPA analyzes the finances of the business and makes recommendations to maximize profits and minimize tax consequences. Our clients are committed to growing their business and to dedicating the resources necessary for professional analysis, advice and counsel.
We adhere to the highest ethical standards. If you want to succeed by taking ethical shortcuts, we are not for you. We work as a valued counselor to your business, providing focused financial analysis and advice.
If we sound like a good fit, visit the How We Work page to get a better idea of our approach to business