Marriage, divorce, starting a business, retiring—if a change in your life or your company makes you really happy or really sad, you probably need to discuss the tax and planning considerations. Our team often assists our clients at such moments and is ready to provide the tax perspective and implications.


  • Accounting software selection and setup
  • Buying and selling a business
  • Succession and exit planning
  • Financial forecasts and projections
  • Federal and state stimulus programs advice
  • Forensic accounting