In our practice, we take pride in focusing on Proactive and Comprehensive Planning to
help you achieve your financial goals, minimize your income tax and promote your financial
“peace of mind”.
Compliance is important but planning is more important.
The following is a list of services we provide to both corporate and individual clients:
- Income Tax Planning
- Financial Planning
- Business Consultations
- Estate Planning
- Preparation of corporate income tax and financial statements
- Bookkeeping for corporations and self-employed businesses.
- Preparation of Individual income tax returns.
Why choose us?
- Professional, personable service for a reasonable fee.
- Responsive to clients (emails/phone calls are returned within one business day).
- Very experienced with Medical professional, Business Owners and Entrepreneurs.
- Prospective and comprehensive planning is emphasized and not just compliance.
- Help clients understand technical issues using simple English.
- Help clients achieve Financial Peace of Mind
- What you don’t know can be very costly–educate clients to be aware of issues.
See Fee Structure for more details