We pride ourselves in being "businessmen who happen to be accountants."

As such, we look to understand the business as a whole - Its' products, Its' supply chain, Its' cost structure, Its' pricing strategies, its' industry economics, etc. AND THEN we look at the numbers. The numbers are just a scorecard that should reflect the reality of the business - Where it has been and where it is going.

We interpret the numbers and give advice to the owners in words that they can "take to the bank."

We don't do bookkeeping. But we answer the bookkeeper's questions and look over their shoulders to help them keep the books accurately and timely.

We do prepare taxes of all sorts - individual, corporate, partnership, estates and trusts, nonprofits, etc. - but our special value added is our attention to tax planning to minimize taxes over the lifetime, not just one year at the expense of the next year.

We recently advised an 80-year-old business client to gift his business and real estate to his children before the estate tax limits revert to much lower limits in 2026. We were able to save his estate over $2 Million in potential estate taxes and kept the business from being sold to pay the taxes at the owner's death.