Personal & family services

Ready to improve your family’s financial health?
Get the best benefits possible with our personal accounting and tax services.

We help you navigate the tax landscape and get the best breaks, benefits, and deductibles possible.

Individual services

What We Do Best

Tax Prep & Planning

We help you plan and prepare your personal / family taxes by guiding you through the complexities of the tax code and helping you to optimize your financial health. We can work with you face to face or virtually – our secure technology allows you to work with us without being burdened and gives you the peace of mind you need.
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Trusts & Estates

Planning for your estate and setting up trusts is a great first step in your advanced financial planning. Management and maintenance of these plans and instruments are important and require diligence and care. Most people do not have adequate time or expertise to deal with the complexities of compliance. If you’re feeling overwhelmed or unsure, feel free to get in touch with us to see how we can help you.

Family Accounting & Budget

We help you plan and setup smart strategies to manage your family finances on an ongoing basis. We discuss and help you craft a budget, plan and build up savings, and discuss how you should (or should not) be spending money.

Digital Finances

Do you use a personal money tracking system like Mint or Buxfer? We help you manage your finances digitally.

Family Office

Do you feel that running your family’s affairs is like running a business? Coordinating for and tracking professional services, accounting for bills, investments, entities, and your estate planning can seem like another job. Allow us to help you operate your “Family Office” more efficiently or simply allow us to do the heavy lifting.

INDUSTRIES WE SPECIALIZE IN:

  • Real Estate Investor / Realtors
  • Medical Practice
  • Construction
  • Retail
  • Ecommerce
  • Many more….

We're here to help

Have a tax question?