For the individual or family, we provide services typically provided by financial planners by way of individualized outlines for retirement, college and contingency planning to help you reach your financial goals.

While our tax practice is geared primarily towards individuals and families in that we specialize in long-term collaborations looking towards minimizing the tax payable from potentially tax-generating activities such as buying and selling of stocks, entry into the rental real estate market, and running a home-based business, we also have a strong base in estate and trust taxation as well as partnerships and LLC's.  We also provide tax services and planning for select S-Corps and C-Corps.

Our non-tax services, such as auditing and consulting, are primarily geared to larger public accounting firms, healthcare and healthcare equipment providers, small financial institutions and entrepreneurs.