Our Clients

We enjoy working with many types of clients, helping them to overcome challenges and to grow.
businessmen shaking hands with a cityscape background

We serve individual tax clients, not for profit organizations, trusts, and a broad spectrum of closely held businesses. 

Our business clients are of all types and include those in manufacturing, construction, retail, restaurant, agriculture, engineering, medicine, professional services and software development.  We especially enjoy it when startups and succession planning situations come our way. With the new tax law in effect in 2018, it is increasingly important to make the right choice about which kind of entity (such as S Corp or LLC) in which to operate your business.

Our not-for-profit clients include schools, unions, private foundations, churches and many other charities.

When it comes to trusts, we have a great deal of experience with decedent trusts and special needs trusts as well as various kinds of charitable trusts. We especially enjoy working with these from the ground floor and navigating the interesting planning opportunities and challenges they face.

Many of our Individual Tax Clients are linked to businesses and organizations that we work with. However, we also offer a full range of services for other individuals including those living overseas or facing challenging planning decisions. We have the expertise and resources to take on even the most complex situations you may be confronting.