Who We Are
When was the last time you had your CPA, attorney, banker, real estate agent, stock broker and insurance Agent sitting in the same room discussing you?
All these individuals are working diligently on their respective pieces of your financial puzzle. But without the coordination of their efforts, results will be less than effective and potentially disastrous!
Testimonials
We were impressed by the time you took to really understand our current financial picture, as well as our priorities and goals.
You have continuously made yourself available to speak to us “after hours” to accommodate my schedule as an orthopedic surgeon.
You have made doing our taxes a flawless process and have gone out of your way to answer all of our questions.
When we were randomly selected for an IRS audit earlier this year, we had no doubt that things would go as smoothly as they in fact did…
Harry has been indispensable both during my tenure as an associate and my transition to equity partner…
You are on top of the latest tax laws, the most advanced methods for gaining deductions and expeditiously filing returns…