Family Owned Businesses and Private Clients

We work with business owners, individuals, and families to understand and address their complex accounting, tax, and financial needs in a personalized and comprehensive way. As a privately owned business, we understand firsthand the unique opportunities and challenges that many closely-held and family owned businesses experience each and every day; this provides us with insight as to how to address your unique needs.

Our Approach

Each and every client has unique objectives and we will help to outline your choices, properly plan around them, and leverage timely opportunities to continue building your wealth while achieving your goals and enriching your family future.

We work with each of our clients to develop strategies and plans to build long-term financial security, reduce personal taxes, preserving your estate, and cultivate multigenerational wealth.

Who We Serve

  • Individuals
  • Family Owned Businesses
  • Privately Held Businesses


  • Tax Planning and Compliance
  • Monthly bookkeeping services
  • Succession Planning
  • Entity Structuring
  • Joint Venture Consulting and Structuring
  • Consulting regarding business transactions
  • Consulting on management and ownership issues
  • Outsourced Controller and Staffing Solutions
  • State tax reporting and consulting
  • Property tax filing
  • Audit defense services