What do we DO?
How can we help YOU?
I am a…
Small Business Owner
We know that small business owners want and need guidance. You don’t have a tax director or CFO in-house, so you rely on your professional advisors to help you “know what you don’t know”. Through our signature small business advisory services and holistic approach throughout the year, we will help you feel confident and empowered in this often-intimidating area, supporting you as you achieve your business goals.
I am a…
CFO / Tax Director
Our advanced technical skill makes us uniquely equipped to help mid-sized businesses, either as a full service provider or as a complement to to your larger audit or tax firm. We can help reduce your costs and alleviate pressure on internal finance resources for greater operational efficiency.
I am a…
Individual Taxpayer
Taxes impact every single American, yet somehow almost no one understands how it actually works. Most people walk around trying to make day-to-day financial decisions for themselves and their family with this enormous blind spot! We are nationally-recognized as a pioneer in the space of individual tax planning and advisory. Our unique process and holistic approach allows clients to feel confident they are achieving tax efficiency that is aligned with their personal goals and priorities and prepared for tax season when it comes. We leverage the very best in technology with our signature personal touch to give our clients peace of mind and fewer headaches.
I am a…
CPA / CPA Firm
We are extremely proud of the unique relationships we have developed with small and large firms alike. Our unique specialty areas (such as international tax and IRS controversy) give us the ability to consult and accept referrals in areas that many practitioners want to avoid. We respect our referral partners and strive for relationships that are beneficial for everyone.