If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we're friendly.Please call us for a free initial consultation. Services Our services encompass nearly every aspect of financial life. We are experienced in tax preparation and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales.