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High Net Worth Individuals

Helping High Net Worth Clients Achieve and Maintain Financial Freedom

Our firm partners with individuals and families to help them grow, preserve and manage their wealth. From assistance with day-to-day financial management to long-term planning for trusts and estates, our financial professionals are dedicated to helping high net worth clients achieve their goals with confidence.

When you work with our firm, you can expect a personalized approach from our trusted advisors with solutions that are based on your needs and the objectives you have for the present and for the future. Whether you are concerned with mitigating your tax burden, transferring assets, creating a charitable trust, developing a lasting legacy or remaining financially independent, you can depend on our experienced team to guide you every step of the way.

Building a solid relationship with each client is at the heart of what we do. We invite you to contact us to learn more about how we can help you maintain your financial security today—and in the years to come.


In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.

 

Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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 Our Specialties

Service-based Businesses

Service-based businesses require specialized accounting, tax, payroll and other financial services—and our firm delivers. Our skilled team of financial experts have years of experience helping...

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Real Estate & Construction

We are dedicated to helping professionals in the real estate and construction industries build profitable enterprises. Our firm has earned an excellent reputation working with clients focused on...

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Technology Firms

We understand the challenges your industry faces, such as NEXUS issues and revenue recognition related to bundling hardware/software and longstanding license contracts—which makes us...

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Latest from Our Blog

Is it that time already? Yes it is - tax season is here!

With Mid-February and “Snowmageddon” upon us - tax season is now in full swing. With that, we are providing a friendly reminder about tax season deadlines. The deadline schedule is provided below, which you’ll also recognize from our engagement letters.

To add more clarity around our deadlines, the tax information submission date is the last date in which we can...


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