Our Services

Many areas of your financial life overlap or are so intertwined that it is near impossible to provide a single service without considering how one aspect may affect another. In fact, we believe that you cannot act in a diligent manner if you do not consider and discuss crossover effects. That is why we ask so many questions and our occasional contacts of "just keeping in touch" are so important. Knowing more of who you are is the only way to really provide the best service to you. With that in mind, here are some of our services, with which we strive to be your solution:


Tax Services

¨ Income Tax Planning
¨ Estate and Gift Tax Planning

¨ Tax Return Preparation
¨ IRS and State/Local Representation


Financial Planning and Consulting Services

¨ Financial Planning

¨ Estate Planning

¨ Business Succession Planning

¨ Retirement Planning

¨ Cash Flow & Budgeting Analysis

¨ Buying & Selling a Business


Accounting and Business Services

¨ Trust, Probate and Conservatorship
Accounting Services (Arizona)

¨ Bookkeeping/Write-Up


¨ Business Succession Planning

¨ Accounting Software Selection and
Implementation

¨ Cash Flow & Budgeting Analysis


Our firm does not prepare Compilation, Reviews, Audits or Not-for-profit audits; however we have long term established relationships with other professionals and Certified Public Accounting firms that we would refer you to or work together with.