Our services

Rather than having to work with different professionals to keep your business running profitably we strive to offer a comprehensive set of services that will ensure business and personal success.


In the event that the IRS wants to take a peek at your finances we're always there for you.

Outsourced CFO


We help you focus on growing your business without having to deal with the reporting and compliance aspects that come with being in business.

Ever wonder where all the money goes?

How about how you’re doing compared to your industry?


Have you set budgets and targets that you want to achieve?


Visualize how your business would operate if you had an Executive Level CFO and dedicated back office team to help you take control of your business. 


We want you to spend your time doing what you love, not doing what you have to do. 


If taking your business to the next level or simply spending more time with your family sounds appealing to you, you may be a good fit for outsourced CFO services. 

Proactive Tax Planning 


Tax planning is essential to helping you successfully and legally reduce the amount of your tax liabilities.

In addition to making sure that your business is tax compliant, we also can create a comprehensive proactive tax plan that not only reduces your tax liability, it will also set you on a course to meet your personal, family and financial goals.


Less taxes paid to the IRS means more money in your pocket. 


What would you do if you cut your tax bill in half? Vacation? Private Schools? Put money aside for retirement? Buy that boat you've had your eye on?


We prepare comprehensive, proactive tax plans and help you implement the strategies year round. 

If your current tax professional isn’t actively saving you money in taxes - you need a Certified Tax Coach.  

IRS Representation


Who wants to deal with the IRS?

Getting selected for an IRS Examination (AKA an “Audit”) can be  one of the scariest situations you can be in during your life.


Oftentimes you feel like you’ve lost control and you’re at the mercy of the IRS Agent that stopped by and left his business card. 

Is your tax professional qualified to represent you before the IRS?


Have you gone years without filing a tax return?

In addition to being an Enrolled Agent with the IRS (the highest Federal Designation), Daniel is also a Fellow of the National Tax Practice Institute. A designation awarded by the National Association of Enrolled Agents. 

NTPI Fellows have mastered the skills needed to successfully guide their clients through complex tax resolution and audit cases.  

Small Business



If you're struggling with keeping up with the bookkeeping tasks for your business, you need to hire a professional. If you don’t want the managerial aspects and headaches that come with hiring a full-time in house accountant but would enjoy the expertise that come along with a dedicated accounting team we have the solution for you. 

A professional accounting service can help take the pressure off you and your staff. You will no longer have to worry about dealing with piles of papers, late payments on bills, missing invoices or frustration over not knowing what your business's current financial standing is.


Our clients always know how their business is doing, what their profit is, how much money is coming in and how much is going out.


The mistake a lot of small business owners make is runnning their business off of their bank balance. If you're serious about taking your business to the next level you need to know your "numbers".


We'll help you grow!

Business & Individual

Tax Preparation 


Preparing your tax return can be extremely difficult with today's complex tax code and may often leave you with more questions than answers.


These days, the majority of professionals & small businesses use a professional tax advisor to assist with the preparation of their tax returns.

Congress seems to change the rules every year and it's easy to overlook deductions, credits and reporting requirements unless you live in the tax world.


By not hiring the right professional you may end up either paying more than you're legally obligated to pay, or filing an incorrect return and having to deal with the consequences once the IRS catches up to you.


With over 20 years of experience, we have the expertise that are needed to help you file accurate personal and business tax returns while also helping you to minimize your tax liability with careful planning.






We're experienced and trusted advisors who know how to guide you through issues of critical importance to your business. This includes: tax planning, cashflow management, finance, operations, workflow and profit planning.


We can help you by delivering services that keep your business on the right track in an increasingly complex and rapidly changing environment.


Relying on our experience in strategic planning, workflow processes, information systems evaluation, outsourcing and  opportunity evaluations could be your first step toward greater success.


We can help you make logical decisions and avoid pitfalls that your business can do without.  When you retain our services, you can rest-assured that your business is in good hands.


If you want an objective opinion based on years of helping businesses similar to yours, you’ve come to the right place.  

How much money is your current tax advisor saving you each year?

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