Our clients come first.

Our firm offers unique services and practical knowledge to health care professionals (especially dentists), the entertainment community and a selected number of nonprofit organizations.  Being a boutique firm, we take time to build relationships with our clients ensuring personalized quality services.  We value communication and maintain regular close contact with our clients.  Below are listed services that we offer to our clients. 

Dental Practice Advisory Services

We gauge our worth by the personal and dental practice financial successes of our doctors.  We can help identify areas effecting your Practice's profitabiltiy and growth, as well as develop solutions that are practical and technically sound.  In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address issues to achieve your financial goals.

This includes but not limited to:

• Buyer Representation and Financial Due Diligence
• Dental Sale Assistance
• Dental Transitions and Fraud Awareness Consulting
• Management Turnaround

Estate Planning including Administration and Tax Preparation

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Financial & Business Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Tax, Write-Up and Payroll Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

• Tax planning & preparation
• Taxing authority representation
• Divorce and support issues
• Tax effects of buying/selling a business
• Sales Tax
• Payroll Tax

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Insurance Services

You work hard and protecting your financial security is important.  We are independent advocates offering strategic insurance advice, risk and claims management, and the lowest premiums for appropriate coverages on business insurance, employee benefits, life insurance, health insurance and personal insurance.