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
