Solutions for creating and preserving wealth
BOSS™ (Back Office Support System) is our all-inclusive solution. We free small businesses from day-to-day accounting hassles, while providing 24/7 access to financial data—all for an affordable fixed fee.
QuickBooks™ Ecosystem Solution
Our QuickBooks Solution provides a secure, cloud-based way to run your small business, and we help you to manage your business with efficiency and precision on any desktop or mobile device.
Tax Planning & Preparation
Whether you’re a business or an individual, we work with you to develop a personalized plan with tax saving strategies that are tailored to your unique situation.
Business Consultation Services
We understand what it takes to cultivate a thriving business. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
IRS Audit Representation
We work with you to collect all the needed information and communicate with the tax authorities on your behalf.
We combine the resources and cutting-edge technology you expect from a national firm with the personal service of a close-knit small firm. Enjoy secure, 24/7 online access to financial documents and real-time information exchange. And while this technology offers ultimate convenience, it will never replace the personal, one-on-one service that is the hallmark of our business.