About Us

Our practice is focused on serving closely held and family owned businesses and their owners, self-employed individuals, professionals, investors, individuals and families, and trusts and estates.  In addition to the myriad of issues facing businesses today, operating closely held and family owned businesses often provide additional challenges with the needs of the business intertwined with the needs of the family members. 

As your business advisors, we can help you sort through complex business and relationship issues ensuring that both the personal and corporate interests are appropriately balanced and served.  We can bring new ideas that have been successful with our other closely held and family owned business clients.  We also have extensive experience in the complex tax planning and preparation required by these unique ownership structures.