Due to constant changes in tax laws, our clients require much more than a timely tax return. We emphasize the importance of tax planning while effectively identifying and communicating tax savings strategies. You’ll have confidence knowing your tax needs will be handled by our professionals in a timely, efficient manner.
We’ve guided numerous individuals through this process. We can assist with your estate tax, trust and gift planning needs.
As a member of The Professionals Alliance Group, we collaborate with Oppenheimer & Co. to help you develop comprehensive strategies suitable to your financial objectives. Oppenheimer & Co. is a leading national investment boutique that provides wealth management and financial services to high net worth individuals, families, businesses and institutions. Our clients have access to Oppenheimer & Co.’s considerable asset management capabilities, as well as an array of investment products and services.
Since we serve clients in a number of industries, we are able to offer a variety of consulting options.
By clicking Request a Consultation, you agree to our Privacy Policy.
Amount billed for routine phone calls
Amount billed for services if not 100% satisfied
Sleepless nights knowing we’re in charge
Headaches figuring out tax regulations
Of your time devoted to making money
Stress free tax filing
