The core services offered at The Firm are federal and multi-state tax compliance, tax planning for individuals and businesses, IRS and State representation, and advisory services for individuals and small to mid-size privately held companies in a wide range of industries.


Tax Compliance

To give peace of mind to clients that they are compliant with all applicable federal and state taxes.

Tax Planning

To reduce future tax liability by strategically preparing for upcoming taxable events.

IRS & State Representation

To help clients with IRS & State audits, appeals, and notices.

Business Advisory

If our clients are successful, we are successful, so we offer personalized guidance and inform clients as needed so that they can make effective business decisions.