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:
- Mining/Cryptocurrency Tax Consulting
- Medical and Dental practices
- Law Firms
- Real estate
- Non-profit organizations
- Cannabis Industry
- Transportation
- Insurance
- Food industry
- Construction
- Personal services
- Arts and entertainment
- Retail stores
