Firm Profile

Our practice specializes in strategic tax planning and representation for individuals and closely-held businesses.

As advocates for our clients' interests we maintain a constant awareness of the tax implications of transactions and organizational procedures. While our overall philosophy is to avoid unnecessary and costly disputes with taxing authorities, should such controversies arise, we will vigorously represent the taxpayer through all levels of the administrative process.

Accounting

Our private accounting practice concentrates on developing recordkeeping procedures and systems designed to develop management reports and controls tailored to the individual client's needs. We assure that accurate information is available to support tax sensitive transactions and strategies. We work closely with outside certified public accounting firms to conform these internal systems with generally accepted accounting principles.

Representation

As tax specialists our goal is to assure that clients are compliant with the vast array of state and federal tax requirements and utilize all appropriate provisions within the statutes to maximize tax benefits and mitigate adverse tax consequences. We work closely with outside law firms to assure that strategic tax planning transactions conform to applicable law and are properly documented. Partners of the firm are federally licensed to represent taxpayers at all levels of the Internal Revenue Service.

Other Services

To see a listing of other and more specific services, please take a moment and look at our services page.

Communication

Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed decisions. Communication is at the core of our practice. We strongly encourage you to contact us  anytime.