CPA | Registered Investment Advisor

We are a boutique CPA firm and Registered Investment Advisor serving clients in the Lehigh Valley and beyond. We’ll create a financial strategy for today and the future that’s flexible enough to change along with you, no matter what life brings your way.

For Individuals

We’ll make sure your taxes are filed correctly, then create a plan for what to do with the money you’re saving.

Tax Planning & Preparation

Estate & Gift Strategies

Financial Planning

Wealth Management

For Businesses

We offer bookkeeping, payroll, CFO services, and retirement solutions for businesses of all sizes.

Bookkeeping & Accounting

Payroll

Fractional CFO

Retirement Solutions

We help our clients grow by providing best-in-class advice

Our initial consultation is always free. Let's discuss your needs and get started.
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Insights From Us

Selected blog posts on taxes, business accounting, and more
Making A Charitable Gift

Making A Charitable Gift

doctor who accepts medicare

Breaking Down The Parts of Medicare

7 Common Bookkeeping Mistakes (and How to Avoid Them)

7 Common Bookkeeping Mistakes (and How to Avoid Them)

How to Align Your Tax Strategy with Annual Planning

How to Align Your Tax Strategy with Annual Planning

Tax Planning for Corporations: Do’s and Don’ts

Tax Planning for Corporations: Do’s and Don’ts

Creating and Tracking Financial Goals for Business

Creating and Tracking Financial Goals for Business

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