Your partner in proactive tax strategy

We’re a boutique advisory firm specializing in proactive tax planning strategies.

An Advisor You Can Rely On

 Are you confident your 2024 tax planning is in good shape? Now is the time to work with a trusted advisor to gain the critical knowledge you need for effective tax planning before the end of the year is behind us.

“I’m passionate about understanding my clients’ unique needs and developing custom tax services in a dynamic environment!”

Celeste Ames Duncan, CPA

Services

Our collaborative approach to addressing your tax needs leaves you more time to strategically run your business.

Whether you need assistance when your business grows into new markets, transitioning your business to the next generation, or aligning tax goals with business goals, our services cover your needs.

We provide federal and multistate tax planning and compliance services for:

  • S Corporations, C Corporations and partnerships
  • Individuals – owners of businesses, investments and/or real estate