Good tax planning doesn't happen only once a year. It's an ongoing process, founded on understanding our clients' personal and business objectives and strengthened by building lasting relationships. Effective tax planning doesn't happen in a vacuum. It must be an integrated part of other personal and business planning activities.

We work side by side with investment advisors, financial planners and attorneys to ensure that our clients' financial considerations and the associated tax implications are coordinated.

We also know that the only constant with regard to federal, state and local tax law and regulations is change.

Keeping abreast of these changes, and counseling our clients about the potential impact on their financial pictures is another essential part of our job.

As a boutique professional services firm, we offer the experience and capabilities of the big firms, but with important differences.

We avoid the pitfalls facing other CPA firms in the Pittsburgh region because we don't provide auditing services. By eliminating the potential business conflicts often facing dual service providers, our clients know that we're giving the right advice for the right reasons. It also means that prospective clients who need high-level tax assistance can retain our expertise without any need to change auditors.

Unlike large firms, where clients often get lost in the shuffle, or are assigned to junior staff members, our business relationships are paramount. And we treat them accordingly.

We deliver the highest-caliber advice using only seasoned professionals. This guarantees our clients that they receive nothing short of the experience, focus, and individual service they deserve.

We adhere to the highest ethical standards. Our clients know they are receiving the best available counsel and service from a team of tax professionals that averages more than 17 years of tax consulting experience.