top of page

Our Practice

Business Taxation and Bookkeeping

We focus on full-service relatonships with businesses and individuals. Monthly or annual bookkeeping services are the responsibility of a qualified CPA, with extensive business tax and accounting experience. Year-end tax preparation is streamlined, and accurate financial statements are constantly maintained, helping you manage your business and drastically reducing year-end tax preparation fees. 

Individual Taxation & Financial Planning

Our accounting expertise, coupled with decades of direct experience in the investments industry enables us to go beyond traditional individual tax preparation services. We perform investment fee reviews, and provide consultation on nearly all financial matters. Additionally, we interact with your other financial professionals to deliver the highest level of service and advice available.

New Business Setup 

Our certification and training as Quickbooks Pro Advisors allows us to completely set-up and train small businesses in Quickbooks, and also allows them to take advantage of our wholesale pricing with Intuit. We will set up a custom chart of accounts, link bank feeds to your operating accounts, and help navigate between the many variations in desktop and online versions of the software. 

bottom of page