About Us

Professionalism. Kindness.

It takes more than smarts to be a good estate advisor. Often, being tasked with an executorship can be an emotional and overwhelming experience. An advisor you can trust and rely on at a critical time makes all the difference.

 

You are our top priority

This is not your typical accounting firm. We don't service corporations, or complete hundreds of personal tax returns each year.  Estate and trust taxation is complex, and is the sole focus in our work and our professional development.

Excellent service at reasonable cost

Often, family members charged with being a legal representative turn to corporate agents that charge based on a  percentage of total assets, with minimum asset thresholds and other strings attached.  Our business provides quality trustee and executor support for the rest of us.