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Have you set financial goals? Reach them with our support. Schedule a Free Consultation We offer a high level of expertise on financial litigation matters Schedule a Free Consultation We advise on backruptcy strategies, both personal and professional. Schedule a Free Consultation


Business Services

From entity selection to succession planning, we offer a wide range of business accounting services. We concentrate on your numbers. You focus on your operations.

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Forensic Accounting

Numbers can tell a story…when you know where to look. From divorce proceedings to corporate investigations, our firm provides the analysis necessary to build a sound case.

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Problem-solving: it’s what we do. Implement our strategies to save money, protect assets, prepare for tax time or grow your company.

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We have helped our clients see the forest through the trees for over 30 years.



Personal Services

We offer personal accounting services, from income taxes to state and federal tax filing.

Legal Support

With a wide network of legal pros behind us, we can steer you to the right attorney to meet your needs.


Get a fast answer – use our handy list of calculators for calculating capital gains, cash flow and more.


We strategically advise on planning and compliance for personal and professional bankruptcy matters.

Asset Protection

Reduce risk of loss – get our advice on protecting all aspects of your estate from creditors and taxes.

Tax Services

From planning and strategy to filing returns, we assist in all aspects of personal and business taxes.

What our clients say about us.

“We have been Bob’s clients for over 20 years. He is smart, competent and offers a very personalized approach to his business, which we appreciate very much. He knows our business intimately, which allows us to run it better and more profitably. We have and will continue to refer Bob to everyone we know.”

– Fred Yaitanes & Nadine Israel, Realtors