Clients

We are focused on working with clients that have a collaborative mindset and appreciate having a knowledgeable, no-nonsense and trustworthy professional in their corner.

We understand that whether you are a business owner, individual, or estate executor, you are going to have tax questions. And although your questions may be the same as others, appropriate solutions will be unique to your specific situation. Our goal is to help you make optimal decisions by providing clear explanations and the information you need to fully understand your tax situation.

Although our clients have a variety of situations and needs, there are a few areas where we have a particularly high level of expertise.

Attorneys

Attorneys face unique challenges from other business owners in starting, growing, and managing a firm. We’ve developed a niche providing attorneys in various practice areas tax and business advice to help with everything from monitoring and managing taxes to accounting and strategic cashflow management.

Small Business Owners

As small business owners ourselves, we understand how challenging it is juggle everything that comes at you on an average day. For most, tax planning can take a back seat to more pressing issues. We can carry that burden for you so you can focus on managing and growing your business.

Download the Small Business Tax Checkup Checklist here

Estate Executors

We specialize in helping families of a deceased relative prepare and file their final tax returns. Financial advisors, estate attorneys and other trustees value our thorough, yet compassionate, approach, helping the family close that chapter in their loved one’s life. We also assist corporate trustees, understanding that taxes are just one of the many components of their work of administering and closing out an estate.

Download An Executor's Guide to Taxes here. 

Non-Profits

We have extensive experience working with business leagues organized under 501(c)(6) and college fraternities and sororities organized under 501(c)(7). We also work with a number of charitable organizations organized under 501(c)(3). For many non-profits, tax-exempt status is one of their most valuable assets. We work closely with our non-profit clients and their teams to preserve tax-exempt status and comply with tax filing obligations.

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