Our firm offers a wide range of services to our individual and business clients.

The list below is by no means all-inclusive, so feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.


Tax planning and preparation

Retirement and estate planning

Financial planning

IRS representation

Estate and fiduciary tax preparation

National Football League registered financial advisor


Quickbooks consulting

Compilations and reviews

Bookkeeping and write-up services

Financial statement preparation

Tax planning and preparation

Business valuations

Pension and profit-sharing plan consulting

Business entity selection

Mergers and acquisitions

Management advisory services and general business consultation