Our Services
We offer a comprehensive range of tax, accounting, and advisory services for individuals, families, and businesses. From straightforward tax preparation to strategic financial guidance, our solutions are designed to meet your unique needs at every stage. With clear communication, defined deliverables, and transparent pricing, you'll know exactly what to expect and the value you receive.
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We don’t just manage numbers, we help you build a future that reflects your values and ambitions. With us by your side your financial goals aren’t just possible, they’re within reach.
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Individual and Business Tax Preparation
We are experienced in preparing tax returns for individuals, businesses, and other organizations. We ensure that your tax returns are accurate and filed on time.
Estate Planning
We explore all aspects of our clients’ current financial picture, gathering data, discussing future lifestyle aspirations, and examining life and financial goals in order to implement a strategy based upon specific objectives.
Financial Reporting & Financial Statement Preparation
Clear, accurate financial reporting that provides the insight needed to make confident business decisions and support long-term growth.
Bookeeping
Our bookkeeping services are designed to help our clients stay organized and on top of their finances. We keep accurate records of all financial transactions and provide regular reports.
Strategic Planning for Individuals & Businesses
Our tax planning services go beyond annual filing. We help you make strategic decisions that minimize tax liability and maximize financial efficiency. We work year-round to identify opportunities and implement proactive strategies tailored to your unique situation.
Outsourced CFO Services
Executive-level financial guidance that helps business owners strengthen cash flow, improve profitability, and make confident decisions for long-term growth.
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Tiered Indivdiual Pricing
Our tiers are designed to provide a clear starting point for the level of service you can expect. However, because every client’s financial situation is unique, final pricing may vary based on the complexity of your return, the number of entities involved, and the scope of planning required. We’ll always provide a transparent quote after an initial consultation to ensure the value aligns with your needs.
Cedar (Core)
Ideal for clients who need accurate, timely tax filing with essential planning. This tier includes:
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Federal and home state returns
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Basic IRS support
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Retirement contribution review
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Charitable tracking
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Up to 10 K-1s/1099s and 2 rental properties​
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Perfect for peace of mind and reliable compliance.
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Redwood (Strategic)
Designed for clients seeking forward-looking strategies and personalized planning. Includes everything in Cedar plus:
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Year-end tax projections
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Stock option & RSU planning
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Non-resident state returns (1–4)
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Personalized tax summary report
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Great for proactive tax planning and wealth optimization.
Sequoia (Comprehensive)
For clients with complex financial profiles, offering:
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Multistate and international tax compliance
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Customized tax scenario simulations
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Strategic guidance for intricate financial situations
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Best for high-net-worth individuals or those with multiple entities and global considerations.