Our Core Services
We specialize in Business/Individual Tax Advisory Services, Financial /Accounting Services. Our passion reflects in our work and client relationships!
Core Financial Management
Customized financial services such as CFO, Controller and specialized financial services.
Core Professional Series
Bundled tax, accounting and advisory services at a fixed fee and billed monthly/quarterly.
Our Core Principles
Tailored services, fee transparency and proactive approach.
Blog & News Updates
Today many employees receive stock-based compensation from their employer as part of their compensation and benefits package. The tax consequences of such compensation can be complex — subject to...
If you own a business and have a child in high school or college, hiring him or her for the summer can provide a multitude of benefits, including tax savings. And hiring your child may make more...
When school lets out, kids participate in a wide variety of summer activities. If one of the activities your child is involved with is day camp, you might be eligible for a tax credit! Here are some...
“We have used Jamie for years and best thing I can say is he gets us. Which makes it a better professional and personal relationship. 2 thumbs up.“
Jamie is a top notch professional! A trusted adviser with the personal touch that is often times missing. Highly recommend for planning and advice.
Jamie is incredible. My return is a bit complicated and Jamie always comes through for me. Jamie’s attention to detail is amazing. I wouldn’t think of working with anyone else.
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