Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that can only come from dealing directly with the firm owner.

Below we have provided information about the services that we offer to our clients. The list below is by no means all-inclusive. Please feel free to inquire about a service if you do not see it listed. If it is a service we do not provide, we would be more than happy to refer you to a qualified professional.

Please note that the preparation of legal estate planning or retirement plan documents and the planning and court filings for bankruptcy are legal matters (services we do not provide) and as such you should consult with an attorney.


Income Tax Planning and Preparation includes:

  • High-Income Individuals
  • Small businesses & professionals, including partnerships, LLCs, C Corporations & S Corporations
  • Estate and gift tax returns

Financial Planning includes:

  • Investment portfolio construction
  • Retirement plan selection
  • IRA and 401(k) distribution planning
  • Social security benefits maximation
  • Business succession planning
  • Generational wealth transfer

Transactional Planning includes:

  • New business entity selection
  • Sale and acquisition of a business
  • Real estate purchases and sales


  • Compilation of financial statements
  • Reviewed financial statements
  • Audited financial statements


  • Accounting and bookkeeping assistance
  • Preparation of monthly or quarterly financial statements
  • QuickBooks consulting and assistance
  • Preparation of sales and payroll tax returns
  • Preparation of 1099s and W-2s
  • Process payroll


  • Preparation of fiduciary accounting
  • Serving as a trustee
  • Serving as a personal representative


  • Preparation of monthly operating reports
  • Business operations support
  • Bank account maintenance (including check writing and deposits)