Comprehensive Legal & Financial Guidance


You Can Rely On

Leverage Our CPA Services Expertise and Stay on Track

Whether you wish to leverage our CPA Services for yourself or your business, our firm can provide you in depth guidance that will help prepare you for the future, and keep you and/or your business on track to meet your goals

Enlist the help of our financial consultants and certified public accountants for:

Business Accounting Services

Regardless of the type of business you run, we can help you delineate your financial goals, create strategic and succession plans, set up and implement qualified pension and employee benefit plans, administer Part Time CFO Services, manage your cash flow, oversee your accounting needs, prepare your taxes and review your financials. We also provide enterprise management in addition to risk assessment and management services.

We can provide our CPA Services a la carte or in conjunction with our legal services, as a value-added service, which will help save you money as well as make the process efficient and more effective.

Personal Financial Planning Services

Take charge of your future by hiring a financial planner who you can trust, and who has your best interests at heart. Our firm, not only provides joint legal and accounting and financial planning services – we believe in long standing relationships with our clients, which ensures that you’ll receive exemplary customer service along with experienced, well-thought out guidance and comprehensive services. Our team of financial consultants can assist you with such matters as personal financial planning (by calculating your risk profile and helping you create your goals), estate planning, elder care planning and risk assessment and management as it pertains to your personal assets.

Personal Tax Planning Services

Our firm provides essential tax planning services for individuals, especially high net individuals, whose needs are often more complex, requiring careful analysis in order to appropriately leverage tax laws. If you’re an active trader, have several businesses or estates for which you require tax planning, kindly give us a call. We can help you by creating a comprehensive tax plan for this year as well as the following years. After all, part of protecting your wealth is taking the time to diligently plan for the future.