Industries and Sectors we serve

Manufacturing, Retail, and Distribution

We work with companies that manufacture and or distribute a variety of consumer products ranging from office supplies to perishable food. We work closely with clients to guide them to adapt a more efficient and leaner cost structure without sacrificing services to their customers.

Mortgage Companies

We perform audit and consulting services for mortgage companies that desire to or already provide government loans. We are members of AHACPA in order to keep abreast of the most recent developments in "yellow book" compliance.

Professional Service Firms

We perform proactive tax planning and preparation services to a wide group of highly profitable professional service firms including, but not limited to, attorneys, public relations and advertising, consulting, and insurance brokers.

Not For Profit Organizations

We prepare audited Financial Statements and tax returns for a range of non-profit organizations from public charities to private foundations.

Health Care

We work with individual physicians and medical practices to minimize their tax exposure and maximize retirement and other tax deductible benefits.

Intergenerational Wealth

Our firm works collaboratively with our high net worth clients and their teams of experts to assist them with the tax compliance required of their estate planning. We prepare all types of trust, gift, estate, and private foundation returns. In addition, we maintain the four tier accounting required for charitable remainder trusts.

Real Estate

We have an extensive list of real estate developers, investors, and management companies to which we provide different levels service, from check writing and bookkeeping to tax return preparation.