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.