Some Ways We Can Help

Tax Planning & Compliance

Far too often, the murky world of taxes is poorly explained by professionals. We strive to answer your questions in plain English so that you can actually work hand-in-hand with us to reduce your taxes via the best techniques, as well as new laws and rulings.

CFO & Business Consulting

With 25+ years' CFO-level and Business Consulting experience of helping clients and companies with key financial issues such as how to raise equity or debt or questions on company structuring, we can help improve your personal and business prosperity.

Litigation Support

Litigation Support includes determining economic damages for litigation using accounting and auditing techniques, doing forensic analysis and investigation, etc.

About Us

We enjoy learning all about our clients and their business, and providing great service. We’re still serving many of the same businesses and families since our 1994 founding.

We’re industry veterans. We have 70+ years' combined experience in the CPA business.

By knowing both our clients and profession so well, we can offer them the best results and strategic advice.

Read more >

What Our Clients Say

What impresses me about David is his total commitment to his clients - Rodel Rodis

What impresses me about David is his total commitment to his clients - <i>Rodel Rodis</i>


Watch more >