LOOKING FOR AN ACCOUNTANT THAT GOES BEYOND SAVING YOU MONEY ON YOUR TAXES?
Our Services for You
Your Personal Taxes
We will take a look at your personal tax return and give you pro-active advice with an eye to advising you and your financial life. We meet all of our personal tax clients every year. It’s not just about saving taxes. See our Wealth Management Services.
Personal Wealth Advisory Services
We have the resources and team to advise you on:
- retirement planning
- your investment portfolio
- estate and will planning
- separation and divorce advice
- real estate investing and holdings
We provide that to you both in-house and through our partners at Wealth Stewards.
For Your Business
If you have a business, we want to be your accountant. We will:
- prepare your taxes
- prepare your financial statements
- discuss your business with you
You should meet with your accountant every year. WE LOVE TO SEE YOU EVERY YEAR.
Business Valuation and Business Succession Planning
What is your business worth?
Is your business saleable or in the best position to be saleable? We can provide you with those answers from startup through to succession. Ted has a background in business valuations to serve you; he is also aligned with an investment banking firm, Distinct Capital Partners.
Ask us about your bookkeeping or controllership needs.
To better protect you, our firm carries:
- $1M in professional liability insurance (including a “culpable conduct” rider for protection to personal tax clients).
In addition to our physical content insurance, we have cyber insurance. Our computer systems are backed up securely using a secure cloud system provided by Acronis and and also backed up physically on-site. We never store your credit card information.