We provide accounting, tax preparation, tax planning and financial advisory services for small businesses and individuals.
In addition to accounting and tax, we offer a wide range of  financial investments. We consult with you on your individual needs and assist with recommended solutions that address your unique situation.

We are a Certified Public Accounting firm providing accounting, tax preparation, tax planning and advisory services for small businesses and individuals.  We have been in the accounting field for over thirty years providing write-up, QuickBooks consulting and preparation of all types of taxes including sales, payroll, property, individual, partnership, corporate, non-profit, estate, gift and trust tax services.  We also provide representation before the IRS and other governmental agencies.  We are dedicated to both small businesses and individuals and offer a free, no obligation consultation to discuss your tax, accounting or other business needs.

We will help develop an overall investment plan based on several factors including investment objectives, risk tolerance, time horizon, expected rate of return and individual needs.  Your assets are managed with a focus on successful results.

Products and services include:

  • Advisory Services
  • Individual Retirement Accounts
  • 401(k) Retirement Plans
  • SEP, SIMPLE Retirement Plans
  • Equities
  • Mutual Funds
  • Bond Portfolios
  • ETF’s
  • Alternative Investments
  • 529 Qualified Tuition Plans
  • Annuities
  • Life Insurance
  • Long-Term Care Insurance
  • 1031 Like-kind Exchange Consulting
  • Opportunity Zone Funds


Successful retirement planning includes accumulation of wealth during your working years so that in retirement your cash flow needs are met without drawing down principal. We evaluate your current financial standing, estimate the income stream you will probably need in the future and help you make choices about how to achieve the retirement lifestyle you hope to enjoy. 

For business owners, retirement plans can reduce taxes and play a key role in attracting and retaining quality employees.

Estate planning is a process of developing and implementing a master plan to distribute your property during your life and at your death.  We can assist with ways to minimize estate taxes through the formation of trusts, gifting and other means.  

Zach has been a practicing Certified Public Accountant (CPA) since 2019. Zach has experience in assisting clients with accounting, tax, and financial needs including retirement, estate, and investment planning.