Whether you need day-to-day management of your business’s accounting function, or unexpected circumstances require outside assistance, we will customize a process and solution to meet your company’s needs.
Managing a trust can be complex and tedious. Whether you are a business or individual, we can guide you through the set-up, bookkeeping and compliance requirements regarding your trust.
We work with you to address opportunities for tax savings that ensure you and your business pay as little tax as possible. We work with a large variety of businesses, but specialize in medical and dentist practices as well as surgical centers and other healthcare related businesses.
Proactive, Personal & Prompt
What Are the Benefits of Hiring Our Accounting Firm?
Accounting tasks are imperative for business success but can be time consuming. By enlisting the help of an experienced accounting firm, you can free up time for other priorities.
An accounting firm can stay in-tune with business expenditures and ensure you aren’t overpaying vendors. They are also able to keep your tax bill as low as the law allows.
Whether you need guidance on day- to-day operations or need answers to specific business financial questions, a certified accountant will be able to assist with expert advice.
Industries We Serve
Real Estate & Construction
Non-profit & Governmental
Medical & Dental Practices
Employee Benefit Plans
Professional Employer Organizations
Speaks for Itself
I am a Dentist and have been using the firm for 36 years for accounting services and tax compliance. I receive the creative strategic advice that I had been seeking. They bring vast experience with tax authorities and are very responsive with practical solutions for even the most complicated federal/state tax planning questions. I have no doubt you will be completely satisfied with their services.
We have known and used the exceptional services of Kris Polo, CPA, for ten years. She oversees our personal, trust accounts and business. She is a trusted and invaluable partner, providing services in a timely and complete fashion, at a reasonable price. We consult with her for every major financial decision in a three way partnership with our family and our financial advisor (Morgan Stanley). Her vast experience brings to our attention approaches that we would never have otherwise imagined or considered.