Firm Profile

Caring professionals to assist with your tax and accounting needs...

We are committed to providing caring attention to our clients' financial and tax-related needs.  Equipped with many years of experience and training, we provide tax planning, tax preparation for individuals, trusts, estates, businesses and non-profit organizations, trust accounting, and forensic accounting.  For our business clients, our services include compilation and review reporting services, as well as business succession planning. 

We help our clients with the sometimes overwhelming task of organizing their financial information and work with trustees in coordination with the legal professionals of Sterling & Tucker, LLP to meet fiduciary responsibilities and reporting requirements.  We continually invest time and resources in continuing professional education and up-to-date technology to benefit our clients.