CPA | Registered Investment Advisor
We are a CPA Firm and Registered Investment Advisor serving clients in the Lehigh Valley s and beyond. We’ll create a financial strategy 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
