Strategic Tax. Transaction Advisory. Financial Clarity.

We help families and businesses get organized, reduce tax friction, and make financial decisions with confidence. Clean reporting, proactive planning, and practical advisory—delivered with clarity.

We provide forward-thinking tax strategy, sophisticated accounting solutions, and advisory services that help you grow with confidence.

Free Consultation View Services
✓ Accurate Returns
✓ Monthly Reporting
✓ Strategic Advisory

From the Principal

Charles Shepherd headshot
“Strategic advisory is proactive—understanding the decision before it happens and shaping it intelligently. Structure, timing, and clarity change outcomes.”
Charles Shepherd Senior Partner

Services Designed for Growth

Straightforward support for the essentials—plus advisory services when decisions get bigger.

Tax Strategy & Planning

Proactive planning that improves outcomes, reduces surprises, and supports long-term goals.

  • Year-round tax planning
  • Entity and compensation strategy
  • Capital gains and transaction planning
  • Family credits and incentives
  • Estate coordination support

Tax Preparation

Accurate, timely filing with clean documentation and dependable follow-through.

  • Individual and business returns
  • Multi-state considerations (as needed)
  • IRS notices and correspondence support
  • Audit-ready organization
  • Extensions and compliance tracking

Accounting & Bookkeeping

Monthly reporting and close processes that keep your financials stable and usable.

  • Monthly close and reconciliations
  • Cash Flow, P&L, Balance Sheet monthly reporting
  • QuickBooks setup, cleanup, and training
  • Bill pay coordination (optional)
  • Process improvement and automation

Advisory, Real Estate & Transactions

Support for bigger decisions—growth planning, risk oversight, and deal-related strategy.

  • Outsourced CFO services
  • Growth and risk advisory
  • Cybersecurity advisory (finance systems focus)
  • Real estate planning (rental, purchase/sale)
  • 1031 exchange support