Website Call now
Website
Call

Your Partner in Achieving Financial Success

At our firm, we are dedicated to providing exceptional accounting, taxation, and financial planning services to individuals, businesses, and non-profit organizations. Our team of experienced professionals is committed to delivering personalized attention and expert guidance to help our clients achieve their financial goals.

Our Services

Our comprehensive range of services is designed to cater to the diverse needs of our clients. We offer personalized financial planning, estate planning, and elder care services to individuals, as well as small business accounting, QuickBooks services, payroll services, and part-time CFO services to businesses. Additionally, we provide tax preparation, tax planning, and tax problem resolution services, including IRS audit representation, non-filed tax returns, back taxes owed, and payroll tax problems. Our team is also experienced in audits, compilations, cash flow management, bank financing, business valuation, strategic business planning, succession planning, and new business formation.

Our Expertise

Our firm's reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service, and specialized staff spell the difference between our firm and the rest. With years of experience in the industry, our team has developed expertise in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning, and investment, real estate, and business sales.

Our Commitment

At our firm, we are committed to providing exceptional service to our clients. We believe in building long-term relationships with our clients and strive to provide personalized attention and expert guidance to help them achieve their financial goals. Our rates are affordable, and we're friendly, so please call us for a free initial consultation to learn more about how we can help you.

Get Informed

Stay informed about the latest tax saving strategies, financial planning tips, and business insights by subscribing to our monthly newsletter. Our newsletter features free reports on financial strategies for business owners, individuals, and investors, as well as the latest breaking tax saving strategies. You can also access our tools and resources section, where you can find calculators, financial guides, life events, business strategies, tax strategies, investment strategies, and frequently asked questions.

Reviews
Review Leblanc Brian P

Be the first to review Leblanc Brian P.

Write a Review