Planning for Individuals

We are a relationship-based CPA firm. As our relationships with our clients grow, so does the value we can provide them. We build these relationships with our individual clients by making it a point to meet with them outside of tax season when we can give them our full attention. We use this time to do proactive tax planning with them.

Our firm also offers financial planning services. Proactive financial planning is the key to a comfortable retirement. Quality financial planning is also inseparable from tax planning. The two go hand in hand as most every financial decision has a related tax consequence.

We work together closely with our financial planners to help you achieve your desired results now and in retirement.