Frequently Asked Questions Answering the most common questions from our clients.

• What services do you currently provide?

  • Tax Planning & Preparation
  • Bookkeeping
  • Auditing
  • Investments
  • Financial Planning
  • Retirement & Estate Planning
  • Wealth Management

• How much do you charge?

  Each client is unique and has their own particular needs, so we carefully tailor our services to fit those needs. We ask you to come in for an initial consultation to discuss your needs and to review your documents, in privacy and with confidentiality. There is never a charge for this consultation and we will always give you a price before beginning any work; you always know what to expect.

• Do I need an appointment?

  It is always best to make an appointment in order to ensure we are available when you come to the office. However, we do accept walk-ins and will always do what we can to accommodate your time and your needs.  

• Are you accepting new clients?

  Yes! We welcome your business and look forward to servicing many of your financial needs in a prompt, courteous and professional manner.