When it comes to money,

we’ll be the best player

on your team

We’re not the biggest, but we like to think we’re among the best. We’re a boutique accounting firm that possesses the knowledge and expertise to help you reach your unique financial goals. As a small firm, you can rest assured that we will provide you with the personalized attention you deserve.

Just as important, we’re not a self-promoting, high profile downtown firm. We understand the importance of confidentiality and discretion. We value you, and we will carefully safeguard your privacy.

As your trusted advisor, we can help you keep, protect and grow your income and other financial assets today and well into the future.

• Individualized and discreet attention from a highly dedicated team of tax, accounting and administrative professionals
• Liaison to your inner circle of advisors, brokers, and agents
• Federal, state and international tax planning, preparation and compliance
• Personal and corporate trustee services
• IRS representation
• Financial guidance and business venture consulting
• Personal & corporate tax planning
• Asset management assistance
• Trust & estate planning
• Budgeting and personal financial management and goal setting
• Retirement & contingency planning
• Bill paying , monthly, quarterly, and annual bookkeeping, and financial statements preparation
• Concierge services