At the urging of our investment and financial planning clients, we began offering tax services in 2001. We pride ourselves in having the ability to have our tax team work closely with our investment team to ensure the best planning possible for our clients.

Specific services we provide include corporate, personal and estate tax planning, tax-advantaged investment evaluation, tax examinations and appeals, estate and gift tax returns, trust tax returns, business succession planning, accounting system design and enhancement. With over 50 years of experience we provide quality, personalized, professional tax advice at an affordable price.


  • Personalized Tax Preparation: Individual, Partnership, Corporation, Estates, Trusts and Exempt Organizations
  • Tax planning for individuals and businesses
  • Audit assistance or representation before tax authorities
  • Online research capabilities for Federal and all 50 states
  • Semi-annual client newsletter

Accounting Services

  • Financial statement analysis and preparation
  • Bookkeeping
  • Sales tax returns

Business Consulting

  • Business Entity Design: Sole Proprietor, Partnership, Corporation and Limited Liability Company (LLC)
  • Business plan design and execution
  • Analysis of business direction and strategic planning
  • Fringe benefit evaluation