Client Sectors

Years of specialized experience, allow us to offer solutions to niche industries such as:

Nonprofits
As a nonprofit organization, you play an important role in the community.  As a community leader, there is compelling pressure to uphold the public’s level of trust by maintaining unquestionable integrity. Read More

Professional Services
Whether you are an attorney, architect, engineer, financial or insurance services provider, or other professional services provider, it can be challenging to manage current clients while acquiring new clients and focusing on the daily details of your business. Read More

Real Estate
Real estate tax laws are constantly changing, and you need a trusted advisor who has experience with the tax implications of various real estate transactions. Read More

Healthcare
As a health care professional, you are often faced with balancing the day-to-day operations of your practice while providing the highest level of patient care.  Increasing regulations, insurance billing challenges, receivable collections, and the increase in managed healthcare make it challenging to establish and operate a profitable practice. Read More

Start-Up Businesses
Many entrepreneurs start a business because they are passionate about what they do, but haven't worked out the necessary details and need assistance with structuring their business for optimal success.  We've worked with many new business owners and know the importance of building the right foundation for your company to ensure your profitability and growth. Read More

High Net-Worth Individuals
Significant wealth management requires customized tax and estate planning strategies to minimize your taxes and protect your wealth for future generations.  Because of the uncertainty of future tax and estate legislation, it is important for you to work with someone who will take a proactive approach on your behalf. Read More