Given the mix of our business and personal clients, our team serves as trusted advisors to both entrepreneurs and business executives on both their business and individual financial situations.


Our tax team takes a proactive approach designed to minimize income taxes for you as a business owner and/or executive. Remaining focused on establishing short-and long-term goals, our knowledge and constant research of complex tax legislation will help you achieve those goals in a timely way. We pride ourselves on developing strong, long-term relationships with our clients to help you meet your objectives and adapt as your circumstances change.

Our individual tax services include:

  • Income tax planning and compliance, including preparation of federal, state and city income tax returns
  • Maximizing deductions (therefore minimizing self-employment tax) with regards to the preparation of Schedule C
  • Quarterly estimated tax planning to avoid underpayment penalties
  • Providing Internal Revenue Service and multi-state tax examination assistance
  • Consulting on tax planning strategies to minimize the income tax effect of U.S. and international investments
  • Tax planning and compliance related to real estate investments


Our accounting solutions team works with entrepreneurs and small business owners to develop policies and procedures to manage financial and accounting functions of the business. Our team members can serve in senior leadership finance roles, can provide ad hoc project specific services, and/or can help manage the day-to-day accounting activities of the business. For entrepreneurs and start-ups, our structure is adaptable to scale with you and your businesses’ needs.

As a strategic advisor, we will serve as a primary resource for owners, management, and members of the finance team to provide big picture insight and assist with overall financial planning. This role extends beyond the transactional and reporting needs and addresses the interpretation of this activity and reports while providing recommendations for future success.

If you need a more accounting transactional approach, we can take responsibility for month end oversight and bank account management and reconciliations. On a monthly basis, we can provide monthly reports and financial statements with various data points and based on the reporting requested of management and owners/investors. These standard reports will be developed based on a discussion with you on what is most important to leadership as well as our recommendations given our experience working with similar organizations.

We can serve as an advisor as an organization evolves and seeks venture capital financing. We can assist management in developing key performance indicators (KPIs) to track and monitor to achieve desirable KPIs typically sought by venture financing firms.

We can also assist as it relates to its equity incentive plans. We have experience handling this with organizations via CAP table software that manages the different types of stock available, the timing of the distribution of the stock, and the resulting impact on the organization and its finances. When well organized, managed, and maintained, a CAP table can make the accounting for stock options simple and easy, and provide a clear picture of investors and holdings to ensure a smooth process for an annual audit and when preparing to raise capital.

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Meet the Team