Accounting for families

Receive the technical expertise of a large firm with personalized counsel you can only get from a boutique business model.

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Individuals & Families

Accounting for Individuals and Families

Get year-round personalized service to ensure you benefit from every available tax savings strategy to minimize your tax bill and maximize your personal wealth.

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Ideas + Insights

Content Library

Visit my content library for a carefully curated selection of helpful articles, downloadable guides, fun infographics and other timely content.

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Free Guide to Valuing Your Goodwill and Other Noncash Donations