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Experienced Tax Strategists Working for You

We know one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. Whether you’re an individual, corporation or partnership/LLC we can accommodate your needs. In addition, we have the expertise to prepare estate, trust and gift tax returns if needed. We work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. Our personal, one-on-one service and expert tax return preparation and advice will give you peace of mind, knowing that your tax return is in capable hands.

We are diligent about remaining up-to-date on the changing tax laws and will examine all of the tax-saving opportunities available to you. We are committed to minimizing your tax liabilities and maximizing your future opportunities—while remaining in full compliance with IRS statutes.


IRS Representation

We also provide expert IRS representation services because we understand that few things evoke more fear than receiving a notice from the IRS. We act as your representative in front of state and federal agencies to help resolve your issue in a timely manner with as little stress as possible. Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide you through your situation with ease and expertise.


BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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Our Specialties

  • Medical Practices

    We are committed to helping you achieve financial success within your medical practice. Our trained staff understands the challenges that physicians face...

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  • Legal Practices

    Our firm specializes in serving the accounting, tax and financial management needs of attorneys and legal practices. We help legal firms streamline...

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  • Engineering Firms

    We understand the unique challenges that engineering practices face. As your trusted advisors, we work with you throughout the year...

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  • Consulting Firms

    Our trained staff understands the unique challenges that your consulting firm faces. As your trusted advisors, we work with you throughout the year to evaluate your practice and ensure ...

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