Strategic Alliances

We have cultivated relationships with a select group of experienced professionals who can provide additional services beyond the scope of our practice. We can give you a referral or partner with these professionals to provide continuity of service that ensures your questions are answered, your time is well-spent, and your needs are met.

When you have any question or are looking for a referral, we encourage you to start with us. We can help you find a:

CPA

Small Business
Non-profit
Audit Services
Personal Tax Services

Attorney

Corporate
Estate
Family / Divorce
Mergers and Acquisitions
Medicaid Planning

Mortgage Broker

Realtor

Residential
Multifamily
Commercial

Bookkeeper

Small Business
Payroll Services

Property and Casualty Insurance Broker (Individual or Corporate)

Bank or Credit Union

Lending
Savings

Health Insurance Brokers

Small Business
Corporate Benefit Plans
Individual

If you would like a referral, please contact Gary directly via email or phone.