We bring many decades worth of experience at CPA and EA firms, handling a wide array of client situations. While tax and accounting are the core of what we do, we can also help you with the nuances of Rollover as Business Startups (ROBS Plan), 72(t) distributions, IRS Letters, Tax Projections, Payroll, Sales Tax filings, etc. Many of our clients look to us as an outsourced CFO; they realize the synergies inherent in a fully integrated firm combining tax, wealth management, and insurance.