Welcome to our website-take a stroll. We think you have come to the right place! We offer a broad range of services for individuals, families, business owners, executives and independent professionals. Our rates are affordable. Please contact us for a free initial consultation.
The FREE 2012 Tax Organizer is available for download. Click on the Tax Organizer tab above for more information.
Our services encompass nearly every aspect of financial life.
Business Services-we are experienced executives who have served as controllers, human resource, chief business, technology and finance officers in the non-profit, medical services, government contracting and technology related industries. We are proven in start-up and change oriented organizations.
Individual Services, our team is experienced in tax and accounting, estates and trusts, financial planning and investment, and key areas of technology .
Our team's reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service and specialized staff are enablers for meeting the needs for our clients.
Free Reports and Newsletters
Reduce your taxes... Make better business decisions... and learn how to grow your wealth by reading our Free Reports on financial strategies for business owners, individuals, and investors. You also get the latest breaking tax saving strategies in our monthly newsletter.
Balance your checkbook, save for college educations, check the current tax rates, tax due dates, find out when you'll get your tax refund, incorporate your business, get the latest version of QuickBooks, securely send us your accounting files, pickup a previous years tax return, or simply pay our fees online.