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Client Industries

We serve a diverse array of clients – including individuals, families, businesses, and self-employed professionals – all of whom value the counsel and resources of experienced tax and wealth management professionals. Often when our clients come to us, they face a number of concerns regarding their finances, taxes, or business. Wherever they are in life and whatever their goals, they all share a commonality: they are looking for an advocate who will help guide them along their path.

We have a wide range of experience serving individuals and businesses from various backgrounds. Our clients include businesses in:

  • Medical and dental practices
  • Legal practices
  • Real estate
  • Healthcare
  • Non-profit organizations
  • Hospitality
  • Manufacturing
  • Transportation
  • Insurance
  • Civil servants
  • Educators
  • Food industry
  • Construction
  • Personal services
  • Arts and entertainment
  • Retail stores