Who We Serve
Managing personal taxes, planning estates, or administering trusts isn’t just about numbers – it’s about people. We provide thoughtful guidance that safeguards your wealth and supports your long-term goals because every decision has a personal impact.
Individuals & Trusts
Your finances. Your legacy. Your peace of mind.
Managing personal taxes, planning estates, or administering trusts isn’t just about numbers – it’s about people. We provide thoughtful guidance that safeguards your wealth and supports your long-term goals because every decision has a personal impact.
Areas of Focus:
- Personal Tax Planning & Compliance
- Tax Representation
- Estate & Trust Planning
- Retirement Planning Guidance
- Wealth Preservation Strategies
- Legacy & Succession Planning
Businesses
Your growth. Your vision. Your team.
Running a business affects everyone connected to it, from employees to customers to your own family. We offer proactive tax planning, audit, accounting and advisory services to help you grow confidently, make smart decisions and protect what matters because every decision has a personal impact.
Areas of Focus:
- Business Tax Planning & Compliance
- Accounting & Bookkeeping Services
- Financial Reporting & Analysis
- Budgeting & Forecasting
- Payroll & Benefits Management
- Advisory for Growth & Expansion
Nonprofits & Foundations
Your mission. Your impact. Your community.
Every nonprofit and charitable foundation is unique in its mission, but they all serve one purpose – to help communities through serving others and the greater good. Nonprofits and foundations exist to serve people, and every financial decision influences that mission. Your organization faces specific challenges based on its size, funding sources, structure and mission. Our team of experts is here to support you and create a custom plan based on your specific needs, challenges and goals.
We value partnership with nonprofits and foundations as they directly impact our community and the individual lives they serve. Our team is ready to help your organization stay compliant, transparent, and strategically strong with tax-exempt filings, audits, and financial guidance so you can focus on the work that matters. For you, as well as for us, it’s personal.
Areas of Focus:
- Tax-Exempt Compliance & Filings
- Form 990 Preparation & Review
- Audit & Financial Reporting
- Grant & Fund Management Guidance
- Board & Leadership Financial Support