Full-Service Boutique Tax, Accounting, & Advisory
We understand the unique challenges high-net-worth individuals and businesses face, from complex tax rules and strategic accounting needs to broader consulting, advisory, and business performance optimization.
Our in-house team of experienced CPAs, Tax Attorneys (JDs), IRS Enrolled Agents (EAs), and tax planners work together to create a plan that fully addresses your financial goals. We don’t just handle taxes; we provide proactive, white-glove service so you can focus on growing your wealth and achieving lasting success.
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Min project size
$25,000+
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Hourly rate
Undisclosed
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Employees
10 - 49
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Year founded
Founded 2001
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