More than Balance Sheets
In a field known for numbers and rules, our focus is on communicating answers – clear, reasoned answers that transform businesses, illuminate opportunity and build value. We take pride in our role as trusted advisor, helping clients through their most important planning decisions, operational improvements and strategic transactions.
Combined Investment and Tax Planning
Unlike many other CPA firms, we offer combined tax, accounting and wealth management services. As a fee-only financial planning firm and Registered Investment Advisor (RIA), we offer comprehensive life planning for individuals, families and businesses. With this integrated approach, you benefit from financial advisory services that consider the tax and accounting implications of all decisions so you are able to achieve your goals in a tax-advantaged manner.
Deep Roots, Common Goals
We do not have the operating expenses or pressures of a large firm. Consequently, more time is devoted to working directly with you one-on-one. Many of our clients are neighbors, local residents, fellow business owners and friends. We have common concerns regarding regional taxes, laws, school systems, municipalities, etc., and it’s a shared goal to improve the quality of life in our communities. Some of our clients reside and do business in states throughout the country and we stay abreast of the local issues in those areas, too.
“Friendly, honest, direct … a true relationship”
“Their tax knowledge and depth is impressive”
“A trusted relationship, not just a client relationship”
“On the wealth management side, they counsel me and are intellectually driven, conservative, and disciplined”