Although assisted by staff, our partners devote their time to working directly with our clients and are responsible for helping clients make timely decisions. It is the firm's policy to have at least two partners intimately familiar with each client so that we can respond immediately to the needs of our client even when certain partners may have other commitments. So as to provide continuity, partners are generally not rotated. These policies are greatly appreciated by our clientele, which consist exclusively of individuals and closely-held businesses.
All of our partners have strong backgrounds in general accounting, income tax, and financial planning. Additionally, each partner has developed at least one specialty to allow us to be a full service firm.
Our firm offers a wide range of services to our business and individual clients. To the left is a list of the categories of services offered to our clients. You can click on the category to obtain a more detailed description of the services offered.