Welcome

Our goal is to reduce the time and resources our clients spend on daily business and financial activities. We do this in numerous ways, including complete back office services for high net-worth individuals, selection and monitoring of specialists in finance, banking, law and insurance; and personalized tax planning and compliance services.

We are small with a single focus of client service.  Doug, a CPA for over 30 years, directs all client planning and compliance activities.  Doug is blessed to have the best team in the world that somehow puts up with him and makes client service their major priority (read more).

Readings (links created with TinyURL) WSJ-Jerry Brown vs. Chris Christie (William McGurn) 5/14/12 WSJ-California Ugly (staff) 5/13/12 NY Post-Break Up the Banks (Charles Gasparino) 5/13/12 WSJ-Taxmaggedon Is A Real Threat (John Snow) 5/13/12 WSJ-Polishing the Dimon Principle (Jason Zweig) 5/11/12 Click above to visit the Fiscal IQ Quiz from Comeback America Initiative (CAI) headed by former Comptroller General of the United States David Walker.  It takes about five minutes and is very interesting.   Moss Adams LLP  Forward Thinking. Fresh Ideas. Solid Values Eye On Money (Jan-Feb 2012) This Issue includes: How to Strengthen Your Financial Safety Net (requires Adobe Reader) 2011 Year-End Tax Planning Guide

The Microsoft Partner Network assists my business in staying current with the important software needed to provide services to our clients.  If you are interested in Microsoft software products or consulting please contact us.

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