How we help our clients.

High Net Worth Individual Services

Benefit from a holistic wealth management approach that centers on you.

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Custom Services

Get support for your uncommon endeavors from our extraordinary specialists.

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Business Consulting

Spend less time on your finances and more on the business initiatives that matter to you.

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Fiduciary, Estate, Gift & Generation Skipping Taxes

Make informed decisions for your next steps with guidance from our experts.

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Private Client Services

Streamline your financial affairs in a way that supports your family’s legacy.

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Income Tax Consulting & Compliance

Experience fewer tax worries – and greater peace of mind.

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Large Firm Expertise
+ Smaller Firm Responsiveness &
Fee Structure

Multilayered Tax and Financial Expertise

Your life isn’t one dimensional. Your CPA firm shouldn’t be either. Find out how our team’s diverse expertise could make a difference for you.

Insights

What we have to say.

“Before clients work with me, they have a misconception about what I really do. Taxes, finances, consulting are the usual expectations. What I REALLY do is relieve their anxiety!”

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Dave Perry

CPA, MST

“I let my passion drive everything I do in my life, from my family, community and my clients.”

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Craig Labus

CPA, MST

“We work hard, we can achieve anything with you.”

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Anne Asato

CPA, MST

“Don’t let the tax tail wag the dog.”

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Pat Burke

CPA, MST

“Luck is the intersection where preparation meets opportunity.”

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Christian Klaas

CPA, MST

“To be successful you must accept all challenges that come your way you can’t just accept the ones you like.”

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Sunny Kostecka

CPA, MST

“The most important investment you can make is in yourself."–Warren Buffett

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Lou DeLuca

CPA, MST