We realize that every client situation is unique, so every client gets personalized treatment and advice. Additionally, every client is assigned a team of experts that includes at least one partner. This way, regardless of who is away from the office, you can get your questions answered or issues addressed in a timely manner. We manage our time efficiently and avoid long, burdensome meetings where nothing gets done. Instead we work under the philosophy that the more we can make our clients succeed, the more we succeed ourselves.

We focus on providing the highest and most thorough level of tax planning and consulting for our clients, and frequently our compliance and tax return work is simply a side effect of those bigger picture endeavors. Our clients come from a variety of industries and stages of life, and include a number of closely-held businesses, family groups, real estate businesses, tech companies and those with interests beyond the U.S. borders. We also do a good deal of work with individuals – those that own their businesses and those that work for others too.

So, whether you are an entrepreneur who wants personalized service and help making smart business decisions, a septuagenarian who wants help with careful estate planning to ensure your family’s prosperity or a real estate developer planning to expand into a new market, we can help. In fact, if you are someone who appreciates that planning for your individual and business taxes is a year-round endeavor that requires detailed knowledge and personal attention, we are likely a good fit for you.