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Specialties
Tax, Accounting and Consulting.
History
Established in 2015.
Our team has over 90 years of combined financial services, accounting and tax experience, and provides innovative, tax optimized wealth management solutions through a process of focused execution and service excellence working together, with you, as your single trusted advisor.
Meet the Manager
Thomas O.
Manager
Tom is a manager over income tax planning and preparation, financial accounting, reporting and wealth management. As a certified public accountant and financial advisor, Tom is able to offer services beyond just the traditional income tax and accounting services. He is able to look at a client’s past and current situation, and build a plan for the future with his or her goals in mind