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Since 1987 we have been serving Bucks and Montgomery County Small Businesses, Executives, Professionals, and Real Estate Investors offering outstanding tax, and investment services. 

Our resources rival our mid-size competitors, but without the overhead allowing our fees to be competitive with small accounting firms.  Our service is exceptional and personal, focused on your objectives.  We return all phone calls and e-mails promptly and guarantee our services. Click this link to see "Our Commitment to you and our guarantee". 

We offer a straight forward approach to our fees by providing fee estimates and engagement letters for our services. Click this link to view a summary of our Billing Procedures. 

Please click on the heading of each category below to learn more about each of those services.

Small Business Services

Effective, Personalized Tax and Investment Services specifically for Small Business Owners.  Our diversification into other small businesses, and experience assisting clients has allowed us to develop a strong understanding of the issues facing small business owners and offer effective solutions. 

Executives & Professionals

Most of our Small Business clients are structured as "S" corporations.  These corporations pass their income to the owners generating the tax liability on the owners individual tax return.  Our Executive & Professional clients take advantage of our tax and financial expertise gained from working with the sophisticated issues facing small business owners. 

Financial Services

Our Financial Services are focused on building your wealth.  Our "hands on" approach is highly effective with a performance and value orientation. Our diverse financial services include;
bullet     Investment Management 
bullet     Tax Preparation and Tax Planning     
bullet     College Planning
bullet     Home Owners, Property and Auto Insurance    
bullet     Retirement Planning
   

Real Estate Investors

Effective, practical solutions developed from our principal's experiences investing in real estate since 1988! Comprehensive Tax and Financial Services for Real Estate Investors including cash flow analysis, tax analysis, tax planning, and tax preparation.  

 

    

  

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