Our boutique, high-touch practice focuses on closely-held businesses, their owners and families. We take a holistic approach to tax planning for these inter-related constituencies. Our goal is to convert problems into creative solutions that result in lower taxes, improved efficiency and puts our clients on the path toward financial independence.Specialties: Tax Consulting, Estate Planning, QuickBooks Consulting and Training, Entity Formation, Business Transaction Consulting, Retirement Plan Consulting, Fraud Prevention.
Listed skills include Tax, Cpa, Tax Preparation, Accounting, and 43 others.