Our Specialty Areas

Closely Held Businesses

Your business is unique, just as ours is. Our firm is experienced across a variety of industries that provide customers with professional services and consulting, merchandising, and manufacturing and distribution and include such industries as professionals, real estate, fundraising, and insurance.

Real Estate Services

The real estate industry is subject to many extreme business cycles with different types of real estate going into and out of favor. We work with you to identify the opportunities created by each of these cycles, both the good and bad. Effective tax planning happens at all time in all business environments.

Healthcare Services

Running a professional practice comes with its own set of hurdles and challenges. Our professionals focus on assisting physicians, other health care providers, and dentists in identifying deficiencies and creating practical solutions that fit the practice’s needs. 

Other Professional Services

We assist professional service firms in the business sectors that includes law, engineering, architecture, and independent consultants. We have the resources and expertise to handle complex issues including practice start-ups, mergers, acquisitions, withdrawals, and profit allocations. 

High Net Worth Family Tax Services

Every person and their individual situation is unique. We have over 30 years experience with the planning, consulting, and compliance services that can match your unique situation. Tax planning and consulting is not a process that happens only on April 15th every year. We work with you all year to help identify opportunities and planning options to fit your situation.

Contact us today!

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