Financial Security for Your next Adventure

Our firm offers a wide range of services to our individual and business clients. We also specialize in the preparation of income tax returns for clients working in the performing arts community. The relatively small size of our firm allows our clients to experience personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

Tax Return Preparation

Tax laws change so often, it's hard to keep up. We have years of experience preparing individual, corporate, partnership, and tax returns. We can make sure you get every advantage you deserve.

Small Business Financial Reporting

We understand small businesses, since we are one ourselves. We can, on a consulting basis, help you with such issues as business planning, cash flow analysis, and loan application preparation.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Financial Planning Small Business

Whether you're saving for major business expenditures or your child's college education, we can help you choose the investment vehicles right for you.

A Portfolio to Match your Business 

WE TAKE YOUR LAREGST CHALLENGES AND MAKE THEM BEATUIFUL, WORTHWHILE AND A PORTFOLIO THAT MATCHES THAT. OUR INITIAL CONSULTATION WILL CHANGE YOUR BUSINESS.