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Our Services

Client Case Studies

Tax Consulting for Individuals


As a Certified Public Accounting firm, we manage the tax needs of individuals, ranging from standard tax returns for homeowners to more complicated filings for entrepreneurs and investors with multiple sources of income and income in multiple states.


By drawing on a deep understanding of each client’s objectives and circumstances, we help clients:

  • Maximize deductions and credits, including those relating to homeownership, business ownership, and changes to your family situation

  • Effectively use tax-advantaged accounts for retirement, college savings, and healthcare

  • Streamline and simplify recordkeeping

  • Improve tax efficiency of investment income

case studies
Tax Consulting

Business Consulting

Proactive planning is the key to reaching your business’s financial objectives. We provide CFO-level expertise to start-ups and closely held companies in the professional services industry and not-for-profit organizations.


Our services help business owners improve the company’s profitability and their own quality of life by delivering:

  • QuickBooks training and implementing customized accounting systems

  • Analysis of pricing models and breakeven points

  • Budgeting and forecasting

  • Interpreting financial reports and establishing growth metrics

  • Tax preparation

Business Consulting

Strategic Financial 


In addition to tax preparation for individuals, we provide a full range of tax and business consulting services for companies and not-for-profit organizations:

  • Profitability and cash-flow analysis

  • QuickBooks training and set up

  • Consulting for real-estate transactions

  • Budgeting and forecasting

  • Internal reporting and bookkeeping

Strategic Financial Consulting
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