Services & Rates


We believe in investing in our community and we know that everybody needs help sometimes. Our rates are highly competitive, but more importantly, we’ll work with you to design a work plan and rate that’s right for you. Everybody has unique circumstances — shouldn’t everybody have unique rates?


We offer a host of tax, financial, and business services, including:


  • personal taxes
  • small business taxes
  • IRS troubles
  • bookkeeping
  • financial statements
  • financial statement reviews
  • tax/accounting technology
  • business and management consulting
  • estate planning
  • contract review
  • due diligence


  • investment advice
  • portfolio review
  • strategic financial planning
  • retirement planning
  • business evaluations
  • fairness opinions
  • asset evaluations
  • family budgeting
  • notarization and notarial acts


Please browse our website for more information and use our contact form if you have any questions!