History
Our mission is to build wealth through effective tax planning. For the past 30 years, we have been providing financial and tax services to clients, and aiding them with financial planning and tax matters. Recently we have been making changes to our procedures to allow clients to access their documents on our new client portal system, ATOM Software, which is available 24/7. It also allows clients to send direct communication to the C.P.A. in order to get information relatively quickly without having to set an appointment. We are always looking to find new ways of improving our practice, and we have been taking these steps to better serve our clients.
Specialties
Certified Public Accountant Tax Planning & Preparation Certified Quickbooks ProAdvisor Financial Planning Estate Planning Bookkeeping