CPA Firms

Our firm was founded on the philosophy of working with our clients instead of for them. As we work with your business, words and phrases such as understands our business, proactive advice, adds value, educates us, speaks our language, creativity, flexibility and no surprises will be used to describe our relationship. Working closely with all of our clients has allowed us to gain a very good understanding of the nuances and problems faced by many businesses and their owners. Once we gain a proper understanding of your business, we have the opportunity to advise you on a proactive basis and assist you in developing a business that is profitable and growing.

Services:

• Accounting & Auditing
• Tax Consulting
• Strategic Planning
• Business Valuation
• Estate & Gift Tax Planning
• Wealth Management
• Personal Financial Planning
• Investment Management
• Insurance Services