We provides a wide range of services to individuals and small businesses in a variety of industries. We strive to meet each of our client’s specific needs and goals – even solving their tax and accounting problems.

We work with individuals and families as well as business owners and executives, offering customized tax guidance to fit your unique situation. We provide a thorough evaluation of your current taxes, your income streams, and the changing tax laws and economic factors that impact your tax scenario. You gain a strategy that supports your personal plans, including any income, estate, or business succession plans you have that can impact your income taxes.

Here’s a sampling of the services we offer:

• Individual income tax planning, projections, preparation, and compliance
• Federal, state, and local income tax
• Alternative minimum tax
• Net investment income tax
• State residency planning
• Cross-border tax issues
• Alternative minimum tax
• Net investment income tax
• Stock option tax
• Charitable contributions
• Personal cash flow
• Retirement planning