While our principal focus is business entities and their owners, we also serve investment and real estate firms, private investors, and individuals interested in wealth accumulation through effective tax and financial planning.

Here's a partial list of the industries we serve:
  • Agriculture
  • Construction Contractors
  • Consulting
  • Estate and Trustse
  • Gaming Industry
  • High Tech
  • Manufacturers
  • Medical Practices
  • Non-Profit Organizations
  • Pension Plans
  • Professional Services
  • R&D
  • Real Estate
  • Restaurants
  • Retail
  • Wholesale Distributors

Typically we work with organizations with annual revenues of half a million to $150 million, though we also enjoy helping along several promising startups.