History
The business was begun with the idea of providing middle class individuals the same tax planning and preparation tools that are available to high net worth individuals. We continue to believe that this is our main goal.
Specialties
We provide Tax and Financial Planning to individuals and small businesses. The firm's CPA has 15 years experience, a Master's Degree in Taxation, a Master's Degree in Professional Accounting, and holds the PFS Designation (Personal Financial Specialist) from the American Institute of Certified Public Accountants.