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Individual & Family Tax Services

Experienced Tax Strategists Dedicated to the Success of Individuals and Families

We know one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. We work with individuals and families throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. Our personal, one-on-one service and expert tax return preparation and advice will give you peace of mind, knowing that your tax return is in capable hands.

We are diligent about remaining up-to-date on the changing tax laws and will examine all of the tax-saving opportunities available to you. We are committed to minimizing your tax liabilities and maximizing your future opportunities—while remaining in full compliance with IRS statutes. Put our tax planning and preparation expertise to work for you and your family.


BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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 Our Specialties

Healthcare Professionals

Our skilled professionals have years of experience in providing tax, accounting, and payroll services to healthcare practitioners. Our trained staff understands the challenges...

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Landscapers

With extensive experience providing full-service accounting to landscapers, landscape architects and general contractors, we are intimately familiar with the seasonal fluctuations and day-to-day operations of...

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General Contractors

For many individuals who make their living as general contractors, it often becomes clear that managing finances and taxes can be a full-time endeavor in and of itself. Our firm can help...

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