Our Firm

.Financial Expertise with Personal Attention!
A coordinated approach to  tax, estate, investment, retirement, and insurance needs.


Prompt, Accurate, Affordable

  • Get All Legal Deductions
  • Year 'Round Individual and Company Taxes
  • Computer and Operational Consulting
  • Timely Financial Statements and Write-ups
  • Strict Confidentiality Assured

Our firm developed with a philosophy emphasizing personal service, high standards, quality work and your best interests at heart.  Our close personal contact with our clients has created a tradition of long-lasting client relationships.  Each member of the firm accepts the responsibility of preserving the confidentiality of all your matters. The importance of keeping this trust is unquestioned. As professionals, we regard it as the single most important item of consideration. Perhaps the greatest testimony to our firm is that existing clients introduce most new clients to us.

Our firm's difference is measured by:

  • Leadership in your business and personal planning
  • Integrity, honesty, and openness in everything we do for you and with you
  • Fees and costs disclosed prior to engagements and purchases
  • Flexible Compensation models based on your needs
  • Planning for wealth building, maintenance, and accumulation
  • Pro-active solutions versus reactive compliance
  • Efficient use of technology
  • Timeliness of service
  • Accessibility to staff
  • Confidentiality

Call us today for a free, no obligation, initial consultation!