Profile

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing the highest level of service and attention to our clients. We take pride in giving you the assurance that you receive the level of service that comes from years of educational and technical training and experience.

Our areas of practice and services include the following industries:

  • Investment advisors and their general partnerships
  • Entertainment, both individuals and business entities
  • Real estate investors
  • Family Owned Businesses
  • Manufacturing companies

Our services offered to high-net worth individuals and privately held business includes the following: 

  • Federal and Multi-State tax consulting and tax compliance services,
  • Accounting, business management and business advisory services,
  • Risk Management,
  • Dispute Resolution with Taxing Authorities,
  • Financial and Retirement consulting,
  • Payroll Reporting,
  • QuickBooks® setup, support and training,
  • Business startup services,
  • Monthly bookkeeping,
  • Compilation of Financial Statements.
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