Who we serve

Focused expertise for the clients we know best.

We work with individuals and business owners who want clarity, confidence, and a CPA who understands their financial picture beyond the numbers.

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What clients value

  • Year-round availability for proactive guidance.
  • Experience with multi-entity and multi-state filings.
  • Tax planning tailored to real estate and growth.
  • Clear communication with actionable next steps.
Client segments

Aligned with your industry and goals.

Specialized support for every stage of personal and business growth.

Individuals & Families

From straightforward tax returns to more complex situations, we help individuals and families stay compliant while planning ahead.

Real Estate Investors

We specialize in real estate tax strategy, depreciation, and multi-property reporting to help investors make informed decisions.

Small Business Owners

Entrepreneurs and closely held businesses rely on us for accurate reporting, tax planning, and entity-level guidance.

Self-Employed Professionals

Consultants, contractors, and freelancers benefit from our proactive approach to estimated taxes, deductions, and long-term planning.

Growing Businesses

As businesses scale, we help owners navigate payroll, S-Corp elections, and tax-efficient compensation strategies.