Your Life Simplified – An Introduction to the Family Office

What is a family office? The most famous family office, and the first to be formed, was opened by the Rockefeller family. Traditionally, a family office was formed by an affluent family to manage all their financial requirements and other personal needs. The family...

Celebrating 30 Years

We are proud to be celebrating 30 years serving our clients and community! During the first 15 years, our tiny firm of 4 Certified Public Accountants grew into a well-respected accounting and tax practice of 15 professionals. We specialized in small-to-medium-sized...