This site provides a brief description of our firm, its partners, clients, staff and the types of services we provide. In particular we stress our philosophy of working closely with and being available to our clients.
We offer the intimacy of service that a small firm provides to its clients, while at the same time possessing the wide-ranging expertise of a much larger company.
A large percentage of our work is performed for closely-held businesses where we attempt to integrate the tax and financial planning of the business entities with that of the principals in order to achieve the best overall results. As a result, we become involved in our client’s decision-making process at the personal as well as business levels.
We are frequently required to work closely with our clients on matters as large as deciding how to buy or sell a business and as small as how to choose a mortgage. We have been called upon on numerous occasions to assist our clients in their purchases, ownership and sales of real estate, management of compensation, creation of pensions, retirement and estate planning and other activities where planning is essential.
We feel confident that we have the expertise and resources to help our clients grow and succeed financially and professionally.