A boutique CPA firm catering to entrepreneurs and investors

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While we are small, our quality of continuing education and our depth of experience keep us able to meet the needs of our clients. Calls are returned quickly and guidance is written clearly. We work with your professionals to discuss tax and accounting impacts for your finances.”
Linda Forman, CPA
Money Plant

Tax & Accounting

In choosing a financial professional to handle your small business needs, you want a CPA firm experienced in both tax and accounting issues, as well as a firm that understands matters specific to small businesses.
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Divorce

Divorce is very much a financial process. We help you focus on a practical settlement and help you understand the settlement’s tax implications on your small business and investment portfolio.
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Entity Forms

How do you decide between choosing an LLC (limited liability company), or a corporation, or electing S corporation status, or remaining a sole proprietor or partner?
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