We think you have come to the right place! We offer a broad range of services for individuals, families, business owners, executives and independent professionals. Our rates are affordable. Business Services-we are experienced executives who have served as controllers, human resource, chief business, technology and finance officers in the non-profit, medical services, government contracting and technology related industries.
We are proven in start-up and change oriented organizations. Individual Services, our team is experienced in tax and accounting, estates and trusts, financial planning and investment, and key areas of technology. Our team's reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service and specialized staff are enablers for meeting the needs for our clients.
Balance your checkbook, save for college educations, check the current tax rates, tax due dates, find out when you'll get your tax refund, incorporate your business, get the latest version of QuickBooks, securely send us your accounting files, pickup a previous years tax return, or simply pay our fees online.
We are proven in start-up and change oriented organizations. Individual Services, our team is experienced in tax and accounting, estates and trusts, financial planning and investment, and key areas of technology. Our team's reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service and specialized staff are enablers for meeting the needs for our clients.
Balance your checkbook, save for college educations, check the current tax rates, tax due dates, find out when you'll get your tax refund, incorporate your business, get the latest version of QuickBooks, securely send us your accounting files, pickup a previous years tax return, or simply pay our fees online.
Services
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
Our firm combines our expertise, experience and the energy of our staff to make sure each client receives close personal and professional attention.
Our high standards, service and specialized staff make a difference in our service.
Our firm is responsive.
Companies who choose our firm rely on competent advice from trained and experienced personnel.
Our firm combines our expertise, experience and the energy of our staff to make sure each client receives close personal and professional attention.
Our high standards, service and specialized staff make a difference in our service.
Our firm is responsive.
Companies who choose our firm rely on competent advice from trained and experienced personnel.
Building and preserving your personal wealth requires specialized attention.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit?
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
As your cherished family member gets older, they may need some help with their day-to-day financial tasks.
Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.
You could take care of their day-to-day financial tasks yourself, if you have the time and live close.
But if you don't, you may want to consider hiring a professional to help.
With our elder care services, you get the help of a caring, honest and knowledgeable professional.
Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.
You could take care of their day-to-day financial tasks yourself, if you have the time and live close.
But if you don't, you may want to consider hiring a professional to help.
With our elder care services, you get the help of a caring, honest and knowledgeable professional.
Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time CFO or controller.
If this is your situation then we may have the perfect solution for you.
Our Part-Time CFO service gives you a virtual professional financial manager who works with you to help guide your business to success.
The cost of hiring a full-time CFO can range from $90,000 to over $150,000 per year plus bonuses and benefits.
Our contract CFO or Controller services provides you with experienced support at a small fraction of that cost.
If this is your situation then we may have the perfect solution for you.
Our Part-Time CFO service gives you a virtual professional financial manager who works with you to help guide your business to success.
The cost of hiring a full-time CFO can range from $90,000 to over $150,000 per year plus bonuses and benefits.
Our contract CFO or Controller services provides you with experienced support at a small fraction of that cost.
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