We specialize in middle market companies and large, family-run businesses for whom financial fluctuations have a tangible impact on personal taxes and estate planning. When your organization’s growth and survival are at stake, you need a trustworthy partner who listens to your objectives. 

Did you know we provide free audit defense when you file your 1040 tax return with us? We want you to have peace of mind even after successfully filing your return. So, if you receive a notice from the IRS, don't worry. We've got it covered.