Block Discounts
Estate Tax: How to apply and defend a block discount claimed on public company stock.
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Compensation Plans that Attract Talent, Promote Growth, and Build Value
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Bitcoin, Business, And Taxes
What are you obligated to report about your bitcoin transactions and currency gains?
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Geometric Analysis
Using Geometric Financial Analysis to Determine True Fixed and Variable Behavior
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Women & Minority Business Certification
Why Consider Certification, and Who Qualifies?
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The Cohan Rule
What the IRS doesn’t want you to know about expense documentation…
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The Virtual Company
How outsourcing administrative tasks improves profitability for companies of all sizes.
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Identity Protection
Critical do’s and don’ts of identity protection you need to know.
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R&D Tax Credit
Every year the US Treasury gives away billions of dollars to companies as an incentive to continue research and development activities.
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We maintain a policy of the strictest confidence concerning our clients’ affairs. You can rest assured that no one will learn about your business or tax status – even relatives, associates or friends who might have referred you to us.

We are here for you twelve months a year, not just during tax season. Whether you have a simple tax question, need advice on the tax implications of a business decision, or want clarification on a government notice, feel free to give us a call.

The CPA plays an important role in business and the economy. Possessing technical knowledge and skills, the CPA is trained to apply sound judgment in business situations, helping people and organizations evaluate the use of economic resources. Today’s CPA provides a wide range of services to various sectors including, but not limited to, the business and corporate industry and government and nonprofit organizations, playing many roles such as:

  • Auditor

  • Educators

  • Management Consultants

  • Personal Financial Representative

  • Tax Advisor

  • Technology Consultant

Certified Public Accountant (CPA) is the statutory title of qualified accountants in the United States who have passed the Uniform Certified Public Accountant Examination and have met additional state education and experience requirements for certification as a CPA. In most states, only CPAs who are licensed are able to provide to the public attestation (including auditing) opinions on financial statements.

CPAs function as independent auditors and act as advisors to individuals, businesses, financial institutions, nonprofit organizations, and government agencies on a wide range of finance and tax-related matters.

To qualify for certification and a state license, an individual generally must:

  • Have a college degree or its equivalent

  • Pass the rigorous uniform CPA Examination

  • Meet certain experience or postgraduate study requirements

  • Meet annual continuing education requirements

  • Adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations

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