We are a full-service CPA and Wealth Management firm located in Sunrise, FL. We service Fort Lauderdale, Miami and Palm Beach County. However, we employ the latest technologies and we are not limited to a geographic area. We serve clients throughout the United States and abroad.

Our firm specializes in helping small to medium sized businesses with their accounting, tax, and business advisory needs. Our goal in working with a business client is to "take over" the accounting and tax functions so they can focus on doing what they do best. And having the Peace of Mind that their accounting and tax compliance is handled with no missed deadlines, penalties and fines, and an accurate up to date set of books.

We help our individual clients with their tax filing requirements as well as Wealth Management which includes Investment Management, tax planning, Debt & cash-flow management, retirement planning, risk management & asset protection, social security benefit planning, planning for major life changes, and estate and legacy planning. We believe in providing realistic, personalize solutions for each of our clients.

We also provide Forensic accounting and Business valuation services which rounds out our offerings by providing a comprehensive holistic approach to helping our clients.