We are experts in helping individuals (including freelancers and the self-employed) navigate through our country’s increasingly complicated tax code. Leave the forms and filings to us. Our expertise will not only save you a great deal of time and money, but will also give you invaluable peace of mind.

A Personal Approach
We go out of our way to learn about you and your finances. This way, we can effectively advise you on tax, accounting and other financial matters — and help you plan for the future.

Advice and Answers
If you ever have a question related to accounting, taxes or financial matters, we are here to offer you advice and explanations in plain English. Questions that we regularly address include:

  • Is a particular expense tax deductible?
  • What are my choices for retirement plans?
  • Should I lease or buy my car?
  • Should I buy or rent my house?
  • How do I minimize estate taxes?
  • How can I protect my assets during a divorce?

Our Network

As a client of our firm, you receive access to our rolodex. If you are ever in need of a service provider (i.e., an estate lawyer, an investment adviser or a mortgage broker, to list just a few) we are happy to recommend the names of people that we know and trust.