Accepting new client applications on a referral basis only.
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Tax Preparation, Planning and Consulting

High-net-worth Individuals, Family Businesses, Real Estate Investors
Client Document Portal ⇗
Securely upload your documents and access information from your preparer.
Notary services available to our clients and the  general public.
Hours and more details »

Thanks for your interest!

At this time, the firm is limiting new clients to a referral basis only.  
Please provide us the following info and we will reach out to discuss your tax preparation needs.