Firm Profile

Firm management has combined over 50 years of experience at the "Big 4" accounting firms. We pride ourselves on providing sophisticated tax consulting and compliance services to private and publicly held businesses as well as high-net-worth individuals. These services are comparable to what you would expect from the "Big 4". The difference is that we provide a higher level personal service while billing at a fraction of the "Big 4" rates.

Our current business clients range from small startup companies to large publicly traded companies that are subject to Sarbanes-Oxley reporting requirements.

Our individual clients typically range in net-worth from $5 million to $1 billion and require much more planning and consulting from their CPA than the annual tax return.

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 close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.