Our Firm

Accounting & Tax Services

Our CPA firm has been providing highly personalized accounting, tax and consulting services to our clients for 30+ years.  We take a proactive approach to tax services. By keeping current on new tax laws, and a strong emphasis on IT-infrastructure/training, we are in a position to efficiently identify key tax planning opportunities that minimize your current and future tax liabilities. We provide our individual and business clients with the accounting and tax expertise and knowledge that they deserve throughout the year.  Our full range of Bill-Paying, Bookkeeping & Accounting Services include:

- Weekly Bill-Payments services, with monthly account reconciliations and reporting,

- Mail processing, Household Payroll processing, Family Office Services

- Bookkeeping (monthly/quarterly/annual),

- General ledger & financial statement preparation for new businesses

- Accounting system software installation/setup-Computerized payroll services
- Business tax return preparation
- Personal financial statements

Tax Services include:

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.  We take into account the distinctive needs of individuals as well as the family group as a whole, in building a trustworthy and confident relationship with our clients.

Effective Estate Planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

We work together with clients to facilitate the successful execution of their financial planning by providing the following Personal Finance/Concierge Services:

As you develop your investment strategy, we act as your sounding board. We can help you and your other investment advisors to build an investment portfolio that takes into consideration the impact of taxes, and produces favorable risk-adjusted after-tax returns. Investment advisory services include: