Who We Are

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The Team

Our firm consists of former Big-4 partners from the national tax practices, attorneys, CPAs, engineers, and other professionals. We team with corporate tax departments and regional/local CPAs in delivering specialized tax services yielding significant tax savings and refunds.

Over the last 15 years, we’ve served hundreds of small and medium size businesses as well as over 250 Fortune 500 companies and reduced and recovered over $500M in federal and state taxes.

Our Core Principles

  • It is a privilege to be selected and trusted to serve our clients;
  • Always act with integrity and honesty in all our relationships including colleagues, clients and government professionals;
  • Take personal responsibility for identifying and delivering results to clients;
  • Provide a high level of personal attention to every client;
  • Provide intellectually stimulating, rewarding career opportunities in a positive environment for talented and highly motivated tax professionals.