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Numbers you can trust.

Decades of disciplined, accurate accounting for businesses that take the long view.

Insights

Recent thinking from our team.

View all insights
  • Tax LawJun 18, 2026

    What the 2026 federal tax changes mean for closely held businesses

    Read more
  • PlanningJun 04, 2026

    Year-end planning starts now: five moves to make before Q4

    Read more
  • AdvisoryMay 21, 2026

    Choosing the right entity structure as your company scales

    Read more

2,400+

Clients served

38

Years in practice

9,000+

Returns filed annually

46

Team members

What we do

A full-service firm, end to end.

  • Tax Planning & Prep

    Year-round strategy and precise preparation for individuals, partnerships, and corporations.

  • Audit & Assurance

    Independent audits, reviews, and compilations that stand up to any level of scrutiny.

  • Advisory & CFO Services

    Fractional CFO leadership, forecasting, and the financial guidance to grow with confidence.

  • Bookkeeping & Payroll

    Clean, current books and dependable payroll so you can focus on running the business.

Industries

Deep expertise where you operate.

  • Healthcare
  • Construction
  • Nonprofits
  • Tech Startups
  • Real Estate
  • Manufacturing

Our partners

Advisors who know your name.

  • Eleanor Hartwell

    Managing Partner

  • Raymond Boyd

    Tax Director

  • Marisol Castro

    Audit Partner

  • James Tan

    Advisory Lead

Schedule a consultation.

Sit down with a partner and get a clear, candid read on where your finances stand — and where they could go.

Schedule a Consultation

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