Our firm pursues excellence in delivering personal tax and financial planning services. Those services include:

• Income Tax Preparation for all types of businesses and individuals
• IRS and State Audit Representation
• Virtual and Cryptocurrency Reporting,
• Foreign Bank Account Report Preparation and Streamlined Voluntary Offshore Disclosure Representation,
• International Tax Compliance Consulting and Representation
• Payroll Reporting
• QuickBooks® setup, support and training
• Business startup services

Our firm helps clients realize their dreams by delivering excellence in the provision of professional tax, financial planning, and consulting services.

We believe that excellence means:

• Understanding your objectives, interests, risk-tolerance and concerns,
• Tailoring our professional services to your objectives,
• Providing accurate, timely and convenient services,
• Minimizing clients’ tax liabilities within their range of comfort,
• Meeting or exceeding, where appropriate, applicable professional standards,
• Providing services using the latest and best in tax technology,
• Serving the community in a positive fashion, and
• Setting the standard for strong ethical conduct.