We started this firm after years working as IRS Revenue Agents. Over time, we saw how often businesses were given generic advice—or only heard from their accountants at tax time. That kind of limited support often led to bigger issues down the road. We knew we could offer something more thoughtful and consistent.

​

Our practice is intentionally small. We work closely with a select group of clients, providing practical, year-round guidance. Our background in tax audits and investigations gives us a strong technical foundation, but what matters most is building long-term relationships and being there when our clients need us.