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Specialties
Our business is to help you and your business succeed. What we want most is to help you achieve peace of mind in the complex area of business so you can securely pursue your life goals. Our firm helps you achieve that through education, planning and management. We serve the individual as well as an array of fields such as medical/dental, retail shops, construction, real estate development and estates/trusts.
Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation and strategic consulting.
Meet the Business Owner
Elise P.
Business Owner
I was an entrepreneur at the age of 20. From there I spent four years in general management of hospitality and rental real estate. I decided to go back to school after four years of legal experience in corporate matters, Real Estate transactions, retirement plans, wills and trusts, civil litigation and more — it seemed I should have chosen Law School but in the end Accounting won. Since then I gained expertise in construction, real estate development, estate planning on the tax side, medical, manufacturing and retail. I was successful as an Auditor for two years but then moved to taxation because I could help business owners more in that niche. After 20 years, I still find much satisfaction in helping others succeed.