Service that matters.

tell us your needs, and we'll provide services that exceed them.


Tax plus™

Our approach is different, in that we work to develop tax strategies that fit the unique needs and compliance requirements of each client; individual or business, large and small. Services include U.S. Federal and state tax compliance, tax strategy planning and implementation, as well as estate and trust tax services. We prepare more than 1,500 tax filings every year, from simple 1040's to multi-national consolidated business returns, and everything in between.

Family office and support services

Have your ever thought about leaving the daily grind, stress, and details behind, while someone else handles the details so you can let go and live your life? We provide a complete range of services, from managing bank deposits and paying bills to complete management of your financial affairs.

Audit & Attestation

We service for-profit and non-profit organizations, in numerous industries, including various U.S. Federal and state tax compliance. Our clients range from locally owned and operated businesses to large, multi-national corporations, encompassing audit, review, and agreed-upon procedure engagements.


We provide a complete range of outsourced accounting, finance, and management information services. These engagements range from single day tasks to the planning, implementation, and servicing of multi-staff, multi-year projects.

If interested, you can download the most recent assessment report of the quality control standards of our accounting and auditing practice, which expresses the highest possible rating.