Tax, Estate, Business
A modern CPA and law firm that you’ll actually love to work with!
We are one firm for your tax, estate planning, and small business legal needs. We bring extensive experience and professionalism to each client, and we provide individualized attention and support.
Areas of Practice
Business Law and Litigation
As a business law firm, we support small businesses with everything from formation and governance to contracts, employment, and litigation, offering smart dispute resolution to keep them protected and avoid expensive conflicts.
We also help businesses and individuals understand and respond to IRS and state letters and audit notices, working directly with the government agencies to a resolution.
Tax Returns and Tax Planning
As a CPA firm, we provide tax return preparation for individuals, corporations, partnerships, estates, and trusts.
We also plan throughout the year to prepare for changes and take advantage of potential tax planning opportunities, such as timing of taxable events, investment strategies, and business succession planning.
Small Business Accounting and Advisory
We are a trusted advisor for our business clients, who rely on us for compilations and reviews, financial statement preparation, accounting and bookkeeping, tax planning, and consulting.
Estate Planning
As an estate planning firm, we help guide families in securing their future with tailored estate plans, including wills, trusts, health care proxies, asset protection, guardianship, and other estate planning documents.
“If you want to go fast, go alone. If you want to go far, go together.”
– African Proverb
Get in Touch
We’re here to help you.