Our firm specializes in providing tax services to small and mid-size businesses and their owners. Our goal is to be your most trusted advisor, helping you navigate through the ever changing tax regulations to find the best ways to preserve your wealth, minimize your tax liabilities, and ensure your future is financially sound. Our strategic tax planning works in conjunction with the rest of your business and personal tax obligations, to help you retain and enjoy more of what you earn.
Our clients typically include sole proprietorships, business owners, rental real estate owners and investors, and individual clients of varying complexity. In addition, we advise our clients as they plan purchases or sales of their businesses or real estate, IRC Code 1031 exchanges, and reporting of stock transactions including stock options. We also advise our clients with their retirement, Social Security and education funding plans. We believe that a good planning strategy is the key to a successful tax result.