Description
Our practice is dedicated to serving the needs of closely held and family-owned businesses that classify themselves as either small or middle-market enterprises. We also specialize in providing innovative tax planning ideas on wealth management and retirement planning to high net worth individuals. Our clients are in varied industries; however the firm has particular expertise in the medical industry, real estate management, professional services, construction, carpentry, high net worth indiviudals, and U.S citizens living & working overseas.