We help you comply with all your tax reporting requirements, minimize your tax liability with careful planning, and ensure the security of your personal information. Enrolled Agents are required to stay updated on all tax developments at the Federal level by taking an average annual minimum of 24 hours of continuing education. Through this continuing education we ensure that our clients benefit from any significant tax changes either immediately, or in the future with appropriate planning. We are also acutely aware of the dangers posed to personal information through data breaches and scams and strive to ensure that our systems and our clients’ information are always secure from such external threats.

We provide financial management and business planning expertise for small businesses, focusing on key issues that can impact long-term business success. We apply the experience gained from over 20 years in senior finance and business development positions with US corporations, and a successful track record as independent business consultants, to be cost-effective, trusted advisors to small businesses on matters that are crucial to cash management and profitable growth. We are particularly focused on the long term benefits of integrating sustainability into business plans.