Our goal is to reduce the time and resources our clients spend on daily business and financial activities. We do this in numerous ways, including complete back office services for high net-worth individuals, selection and monitoring of specialists in finance, banking, law and insurance; and personalized tax planning and compliance services.
We are small with a single focus of client service. Doug, a CPA for over 30 years, directs all client planning and compliance activities. Doug is blessed to have the best team in the world that somehow puts up with him and makes client service their major priority (read more).
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